Integra Private Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“On an hourly basis ranging from $250-$500 per hour. 2.”

Flat or project fee

$2,500⁠-⁠$10,000

“As a fixed fee, typically ranging from $2,500 - $10,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Integra Private Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Integra will never hold client funds greater than $500 for more than six months in advance of completion of the financial plan.”

How Integra Private Wealth Management, LLC’s fees compare

• Its hourly rate of $250-$500 is above the Oklahoma median of $250. 85% of the 41 other Oklahoma planners that publish an hourly rate charge less.
• 15 of the 19 other planners in Tulsa that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Oklahoma median of $2,875. 71% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 9 of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Integra Private Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

15

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$65,607,589

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323816

Website

integrapwm.com (opens in new tab)

Phone

(918) 984-9203

Can advise clients in 4 states: Florida, Georgia, Oklahoma, Texas

Other planners in Tulsa that publish fees

• 10Elms LLPTulsa$175/hr, $1,000⁠-⁠$3,000
• Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
• Cadent Capital Advisors, LLCTulsa$250⁠-⁠$350/hr
• Chartmark Investments, Inc.Tulsa$150/hr
• Collective Wealth, LLCTulsa$250/hr
• Cone Wealth ManagementTulsa$250/hr, $500⁠-⁠$1,500

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