Anne L. Mcfarland

INTEGRATED FINANCIAL COACHING AND PLANNING

Weaverville, NC

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CRD#: 6536377

Professional summary

Anne Louise Mcfarland, CFP® is a registered financial advisor currently at INTEGRATED FINANCIAL COACHING AND PLANNING located in Weaverville, North Carolina.

Anne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Anne has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Estate Planning

Tax Planning

Investment Planning

Insurance Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Estate & Generational Planning...

Financial Psychology/Coaching

Middle Income Client Needs

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Anne McFarland performs business and life coaching under a separate entity, Anne L McFarland Coaching, a North Carolina registered DBA, where she provides clients with life and business coaching services. Ms. McFarland spends approximately 5% of her time during normal working hours in this endeavor. The business is located at the same address as the RIA's principal place of business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Louise Mcfarland's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 30, 2023 - Present

INTEGRATED FINANCIAL COACHING AND PLANNING

RIA

CRD#: 324478

Weaverville, NC

Past

October 23, 2015 - January 24, 2023

DAVIS FINANCIAL PLANNING

RIA

CRD#: 154186

ASHEVILLE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2015

Uniform Investment Adviser Law Examination

Current Firm

INTEGRATED FINANCIAL COACHING AND PLANNING

INTEGRATED FINANCIAL COACHING AND PLANNING | INTEGRATED FINANCIAL COACHING AND PLANNING, LLC

CRD#: 324478 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/30/2023 Approved)

Texas

Registered Investment Advisory firm - (3/26/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Weaverville, NC

Mailing Address

Po Box 2036, Weaverville, NC 28787

Phone number

(828) 222-3588

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 9,631,319

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anne L. Mcfarland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anne Louise Mcfarland's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED FINANCIAL COACHING AND PLANNING

DAVIS FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2015

Current Firm

INTEGRATED FINANCIAL COACHING AND PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED FINANCIAL COACHING AND PLANNING

TRUST BUT VERIFY

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