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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Integral Financial Planners
Integral Financial Planners is a Maine-registered RIA in Rockport providing holistic financial planning, retirement solutions, and investment management. The firm builds customized plans and portfolio recommendations with a focus on portfolio construction and risk management, plus tax and estate strategies. Serves pre-retirees/retirees, working professionals, small business owners/executives, and HNW clients in person or via Zoom, with a RightCapital client portal.
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Owner & Executives
RYAN THOMAS GOSLINE
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #5467874
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,877,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,877,786 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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