Integrated Planning Strategies
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
What they do
Integrated Planning Strategies is a boutique investment advisory firm in Oklahoma City that actively manages client portfolios using tactical asset allocation and value investing. It serves clients seeking investment management, retirement income planning, and broader financial guidance.
From the company's website. Industry: Financial advisors.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Integrated Planning Strategies this business | $1.1M | — |
| American Income Life: Henderson - Locker Oklahoma City | $1.1M | 0.0 mi |
| MaryJane Insurance & Consulting Oklahoma City | $806K | 0.0 mi |
| Fair Path Homes Oklahoma City | $1.1M | 0.0 mi |
| Globe Life American Income Division: Rotolo Organization Oklahoma City | $806K | 0.0 mi |
| Reyna Brown Insurance- Oklahoma Oklahoma City | $806K | 0.0 mi |
| Adaptation Financial Oklahoma City | $1.1M | 0.0 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Integrated Planning Strategies
Integrated Planning Strategies is a financial advisors company in Oklahoma City, Oklahoma, in business since 2019. Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Integrated Planning Strategies?
- The owner of Integrated Planning Strategies isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Integrated Planning Strategies make?
- SeeBITDA estimates Integrated Planning Strategies's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Integrated Planning Strategies worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a financial advisors company its size. Likely range: $437K–$2.1M.
- When was Integrated Planning Strategies founded?
- Integrated Planning Strategies has been in business since 2019.