Integrated Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“IA charges either an hourly fee of $150 per hour or a fixed fee of $300 - $4,500 for project-based financial planning and consulting services.”

Flat or project fee

$300⁠-⁠$4,500

From the same sentence as above.

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

How Integrated Advisors bills

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

• “Projectbased fees will be due half at the commencement of the plan/consultation with the remainder upon delivery of the completed plan or the final consultation.”
• “Fees for project-based financial planning and consulting services are invoiced to clients and are typically due half upon commencement, with the remainder upon plan delivery.”

How Integrated Advisors’ fees compare

• Its hourly rate of $150 is below the Idaho median of $250. 7% of the 43 other Idaho planners that publish an hourly rate charge less.
• None of the 11 other planners in Boise that publish an hourly rate charge less.
• Its flat or project fee of $300-$4,500 spans the Idaho median of $2,625. 35% of the 26 other Idaho planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Boise that publish a flat or project fee charge less.

About Integrated Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2016 (10 years).

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

1.35% a year

Clients

82

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$49,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283592

Phone

(208) 344-6888

Can advise clients in 2 states: Idaho, Oregon

Other planners in Boise that publish fees

• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Arrien Investments, Inc.Boise$100⁠-⁠$275/hr
• Aspen Capital Management, LLCBoise$1,250/qtr
• Boise River Financial PlanningBoise$250/hr, $1,000⁠-⁠$6,000
• Figure 8 Investment Strategies LLCBoise$500⁠-⁠$20,000
• Fourthrock Financial CorporationBoise$300/hr

Compare all 30 planners in Boise