Integra Wealth Advisors, LLC fees
Financial planner in Houston, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 26, 2026, Integra Wealth Advisors, LLC (Houston, TX) charges up to $300 an hour for financial planning.
- Website: integrawealthadvisors.com (opens in new tab)
- Call (713) 966-6156
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change.
- Hourly rate
- Up to $300/hr
Can go up to $300; the Houston median is $250. Can go up to $300; the Texas median is $250.
“We also perform certain financial planning services on an hourly basis at a rate of up to $300 per hour and family-office-type services on a quarterly retainer.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 3 employees
How Integra Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the below schedule, our fees are negotiable for some accounts.”
- “Planning fees will be billed after the financial plan is presented in the case of fixed fees, monthly or as appropriate for hourly projects and quarterly for retainer planning engagements.”
- “Fees for partial months at the commencement or termination of an Agreement will be billed on a pro-rata basis contingent on the number of days the account was open during the month.”
About Integra Wealth Advisors, LLC
“Integra offers a wide range of wealth advisory services to our Clients on a fee-only basis. Toward this end we provide integrative wealth management services.”
- Founded: 2011 (15 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 58
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $117 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of August 10, 2026
- CRD number
- 156216 (opens in new tab)
- Phone
- (713) 966-6156
Other planners in Houston that publish fees
- Crestridge Wealth Advisors, LLCHoustonHourly $300/hr, Flat $25,000-$250,000
- Financial Advice CenterHoustonHourly $295/hr
- Vestis Advisors, LLCHoustonHourly up to $200/hr
- Southmore Financial Advisory LLCHoustonHourly $240/hr
- Stillforest Wealth ManagementHoustonFlat $500-$15,000, Monthly $500-$1,000/mo
- Guided Capital Wealth Management, LLCHoustonFlat $1,200-$20,000
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.