Integral Wealth Management fees and pricing
Financial planner in Turlock, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Integral Wealth Management charges a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$10,000
“Flat fees range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integral Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In consideration of the Investment Management services provided by our firm, clients pay our firm an annual fee quarterly in arrears.”
- “Unless otherwise noted in writing, our firm bills on cash.”
- “Notwithstanding the above, our fees are generally negotiable.”
How Integral Wealth Management’s fees compare
- Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
About Integral Wealth Management
“In addition, as part of our Investment Management service, our firm will provide financial planning on an as-needed basis depending on a number of factors including the client’s financial condition, current situation, and future priorities.”
- Firm size: 7 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 444
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $673,906,692
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146569
- Phone
- (209) 633-3101
Can advise clients in 6 states: California, Louisiana, North Carolina, Nevada, Oregon, Texas
Other planners in Turlock that publish fees
- Afs InvestmentsTurlock$150-$500/hr
- Hillberg Capital Management, LLCTurlock$300/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $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.