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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2020
- Office Locations
- 1
Office Locations
About Integrated Capital Planning LLC
Integrated Capital Planning (Bend, OR) is a fee-only, fiduciary advisory led by CPA/CFP Greg Fowler, providing unbiased financial planning and investment management with no commissions or referral fees. The firm’s integrated process addresses total capital (including real estate and business interests) and applies an evidence-driven, academic approach in partnership with Focus Partners Advisor Solutions. Custody includes Charles Schwab; portfolios are often ETF-based.
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Owner & Executives
GREGORY SCOTT FOWLER
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #5739814
- Ownership
- 75% or more
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Stephen Frank Andrusko
--
- CRD
- #7285885
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,864,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,864,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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