PlannerFees

Integra Wealth fees and pricing

Financial planner in Chattanooga, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 4, 2026, Integra Wealth charges $550 an hour and a flat or project fee of $2,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$550/hr
“The services to be provided will be agreed upon in writing and are subject to an hourly rate of $550.”
Flat or project fee
$2,000⁠-⁠$5,000
“We charge between $2,000 and $5,000 for a broad-scope financial analysis.”

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

How Integra Wealth bills

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

  • “Fees are negotiable upon our sole discretion when deemed appropriate under the circumstances.”
  • “We charge fees quarterly in advance based on your account/portfolio value at the end of the prior quarter.”
  • “If management begins after the start of a quarter, fees will be prorated accordingly.”

How Integra Wealth’s fees compare

  • Its hourly rate of $550 is above the Tennessee median of $275. 98% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 14 of the 14 other planners in Chattanooga that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$5,000 spans the Tennessee median of $3,000. 60% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • 5 of the 8 other planners in Chattanooga that publish a flat or project fee charge less.

About Integra Wealth

“Integra Wealth, LLC (“Integra”) was formed in 2009 and provides investment management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2009 (17 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Business owners

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
Minimum
No minimum stated in brochure
Clients
183
Employees
2
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$116,465,458
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
149999
Website
integrawealth.com (opens in new tab)
Phone
(423) 664-0344

Can advise clients in 2 states: Georgia, Tennessee

Other planners in Chattanooga that publish fees

Compare all 23 planners in Chattanooga

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