William Fitzhugh Kemp

Employer firm

Integrated Planning LLC CRD 325050

$76.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → Present
  Integrated Planning Llc
  Aiken, SC
• 12/2019 → Present
  The Smith Group
  Aiken, SC
• 02/2019 → 10/2019
  Tedford Cpa
  Augusta, GA
• 05/2018 → 01/2019
  Weichert Realtors - Pendarvis Company
  Edgefield, SC
• 01/2010 → 04/2018
  Liberty Tax Service
  Augusta, GA

Other Businesses

Name of outside business: The Smith Group; Is the business investment related: No; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Position Title: Tax Manager; Responsibilities Duties: Tax preparation and planning; Start date with business: 2019-12-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 5; Name of outside business: The Smith Group; Is the business investment related: Yes; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Description of the business: William Kemp is a licensed insurance agent ; Position Title: Insurance Agent; Responsibilities Duties: William Kemp is an independent licensed insurance agent; Start date with business: 2020-07-20; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-16

Other Names

• William F Kemp