Integrated Financial Solutions, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$575/hr

“Financial planning services are offered based on an hourly fee of $575 per hour.”

Flat or project fee

$500⁠-⁠$12,000

“Financial planning services are offered based on a flat fee between $500 and $12,000 based on the complexity of the plan and the Client’s needs.”

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

How Integrated Financial Solutions, PLLC bills

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

• “Fees are billed monthly or quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “Client will pay half of the estimated fee at the signing of the Agreement with the balance due upon delivery of the completed plan.”
• “Client may cancel within five (5) days of signing the Agreement for a full refund.”

How Integrated Financial Solutions, PLLC’s fees compare

• Its hourly rate of $575 is above the Arizona median of $275. 96% of the 195 other Arizona planners that publish an hourly rate charge less.
• 10 of the 10 other planners in Mesa that publish an hourly rate charge less.
• Its flat or project fee of $500-$12,000 spans the Arizona median of $3,100. 77% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 9 of the 11 other planners in Mesa that publish a flat or project fee charge less.

About Integrated Financial Solutions, PLLC

• Firm size: 4 employees.
• Registered as an adviser: 2018 (8 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

289

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$85,047,012

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

291326

Website

silvertreesnp.com (opens in new tab)

Phone

(855) 275-4437

Can advise clients in 2 states: Arizona, Wisconsin

Other planners in Mesa that publish fees

• CBK Financial Advisors LLCMesa$500⁠-⁠$6,000
• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Fleming Financial ServicesMesa$150/hr, $495⁠-⁠$4,995
• Immaculate Wealth Management, LLCMesa$150/hr, $225⁠-⁠$1,250
• Jariwala Financial Wellness, LLCMesa$250⁠-⁠$1,500

Compare all 23 planners in Mesa