$158.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
108 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-02-2008
- Office Locations
- 1
Office Locations
-- Naperville IL
About Integral Financial Planning LLC
Integral Financial Planning LLC is a Naperville, IL fee-only RIA providing comprehensive financial planning and annual wealth management, including personal income tax preparation. Led by Jennifer Lynn Sanchez (CFP, CPA), the firm serves individuals across life stages and implements portfolios primarily using public funds such as mutual funds and ETFs, with client assets custodied at Charles Schwab.
Team overview
51 AVG AGE
$158.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JENNIFER LYNN SANCHEZ
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5584227
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $158,025,042 | $421,400 |
| Total | $158,025,042 | $421,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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