Integrated Asset Management, Inc. fees and pricing
Financial planner in Wall, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Integrated Asset Management, Inc. charges a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $10,000 on a fixed fee basis, depending upon the level and scope of the service(s) required.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrated Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
- “The Registrant shall deduct fees and/or bill clients quarterly or semi-annually in arrears, based upon the market value of the assets on the last business day of the previous quarter or six month period, as the case may be.”
How Integrated Asset Management, Inc.’s fees compare
- Its flat or project fee of $500-$10,000 spans the New Jersey median of $5,000. 55% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Integrated Asset Management, Inc.
“The client can determine to engage the Registrant to provide discretionary and/or nondiscretionary investment advisory services on a fee-only basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 1998 (28 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
- Minimum
- $75,000 in assets (stated in brochure)
- Clients
- 41
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $28,072,635
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 121641
- Phone
- (732) 418-0005
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
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.