CRD: 325172
Integrated Planning & Investments
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- Custodian
- Capital Group · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-10-2023
- Office Locations
- 1
Office Locations
About Integrated Planning & Investments
Integrated Planning & Investments (IPI) is an RIA launched in 2023 by partners Jonathan Holt, CFP, and Christopher Fide, MBA. The firm delivers holistic wealth management and retirement planning with proactive tax planning, estate optimization, risk analysis, and ongoing investment management. It focuses on physicians (including post-residency) and business owners nationwide, using tailored ETF and mutual fund strategies informed by regional tax nuances.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 243 clients, or 121.5 clients per representative. That equates to $440.3K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on January 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
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- Investment Vehicles
- Services
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Owner & Executives
CHRISTOPHER TIMOTHY FIDE
Investment Advisor, Secretary, TREASURER
- CRD
- #4645536
- Ownership
- 50% but less than 75%
JONATHAN BENJAMIN HOLT
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6349697
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Integrated Planning & Investments has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.