Integra Wealth Advisors fees and pricing
Financial planner in Dallas, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated December 23, 2021, Integra Wealth Advisors charges a flat or project fee of $150-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed December 23, 2021. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $150-$3,000
“More information is available in Item 10 of this brochure. 5 of 10 Integra Wealth Advisors FINANCIAL PLANNING AND CONSULTING FEES IWA intends to be compensated for its financial planning services by charging a fixed/flat fee ranging from $150 to $3,000 or by an hourly rate of up to $250/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integra Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client may cancel within five (5) business days of signing Agreement for a full refund.”
- “After delivery of the completed plan, there will be no refund.”
- “Upon termination, any fees paid in advance prior to delivery will be refunded to client.”
How Integra Wealth Advisors’ fees compare
- Its flat or project fee of $150-$3,000 is below the Texas median of $3,850. 17% of the 401 other Texas planners that publish a flat or project fee charge less.
- 8 of the 51 other planners in Dallas that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Integra Wealth Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 25
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285610
- Phone
- (855) 825-0465
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.