Integrated Capital Management, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$175/hr

“The negotiated hourly fee for these services is between $125 and $175.”

Flat or project fee

$500⁠-⁠$3,500

“The negotiated fixed rate for creating client financial plans is between $500 and $3,500.”

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

How Integrated Capital Management, Inc bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of ICMI's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of ICMI’s fees, within five business days of signing the Financial Planning Agreement.”

How Integrated Capital Management, Inc’s fees compare

• Its hourly rate of $125-$175 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,500 is below the California median of $5,000. 19% of the 796 other California planners that publish a flat or project fee charge less.

About Integrated Capital Management, Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 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

2% a year

Clients

35

Employees

1

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,369,588

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288940

Phone

(562) 889-2759

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• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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