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Integrative PlanningFinancial advisor in Cornelius, NC

Integrative Planning is a financial advisor at 19520 W Catawba Ave Ste 311, Cornelius, NC 28031, ranked #13 of 211 financial advisors in Cornelius and rated 5.0 from 15 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cornelius, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 947-8444Website ↗

Key facts

Key facts about Integrative Planning
Address19520 W Catawba Ave Ste 311, Cornelius, NC 28031Get directions
Phone(704) 947-8444
Websitemyintegrativeplanning.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cornelius and 11 towns within 25 miles: Davidson, Huntersville, Mooresville, Mount Holly, Kannapolis, Harrisburg, Charlotte, Concord, Belmont, Lincolnton and Statesville.

Based in Cornelius, NCView on map

Opening hours

Opening hours for Integrative Planning
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Integrative Planning

How is Integrative Planning ranked in Cornelius?

Integrative Planning is ranked #13 of 211 financial advisors in Cornelius by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Integrative Planning’s hours?

Integrative Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Integrative Planning serve?

Serves Cornelius and 11 towns within 25 miles: Davidson, Huntersville, Mooresville, Mount Holly, Kannapolis, Harrisburg, Charlotte, Concord, Belmont, Lincolnton and Statesville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Integrative Planning?

Integrative Planning has a rating of 5.0 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Integrative Planning?

Call Integrative Planning on (704) 947-8444. The business is at 19520 W Catawba Ave Ste 311, Cornelius, NC 28031. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Integrative Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Integrative Planning (this business)—695.0 (15)NoNo
Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®#11695.0 (23)NoNo4.8 mi
Livingston Financial & Wealth Management#12695.0 (31)NoNo7.1 mi
Passport Wealth Management#14695.0 (15)NoNo1.7 mi

See all 211 ranked financial advisors in Cornelius