Integrated Advisors Network LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500/yr

“Advisers offering impersonal investment advice paid less than $500 per year do not have to adhere to the client Brochure Rule.) 16 Regardless of fee negotiation availability, a client will not be required to pre-pay an Integrated advisory fee more than six months in advance in excess of $1,200.”

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

How Integrated Advisors Network LLC bills

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

• “The investment management fees are negotiable at the sole discretion of the Adviser and fees for comparable services may be available from other sources.”
• “Fifty percent of the fee is payable in advance before the financial planning process is started.”
• “The remaining fifty percent is payable at the end of the engagement.”

How Integrated Advisors Network LLC’s fees compare

• Its annual fee of $500 is below the Texas median of $6,000. None of the 106 other Texas planners that publish an annual fee charge less.
• None of the 12 other planners in Dallas that publish an annual fee charge less.

About Integrated Advisors Network LLC

• Firm size: 86 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

7,363

Employees

86

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 pooled investment vehicles, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Assets managed

$5,522,561,843

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

171991

Website

youtube.com/@financialfoundationsinc.6067 (opens in new tab)

Phone

(855) 729-4222

Can advise clients in 49 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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

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