Integrated Investment Strategies,inc. fees and pricing
Financial planner in Carmel, Indiana. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 8, 2026, Integrated Investment Strategies,inc. charges an annual fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,500/yr
“One Year Financial Planning ___________(Initial) i. $3,500 per year C.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrated Investment Strategies,inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For its services, IIS will be paid a quarterly fee, in advance, in accordance with the selected package.”
- “The client must consent in advance to direct debiting of their investment account.”
- “If packages are combined, Integrated & Investment, prorated billing will accomplish the best rate for the client. 6 Current client relationships may exist where the fees are higher or lower than the fee schedule above.”
How Integrated Investment Strategies,inc.’s fees compare
- Its annual fee of $3,500 is below the Indiana median of $5,000. 25% of the 36 other Indiana planners that publish an annual fee charge less.
- 1 of the 5 other planners in Carmel that publish an annual fee charge less.
About Integrated Investment Strategies,inc.
“Trust & Will offers estate planning as part of client’s financial planning strategy service through IIS.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 156
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $104,549,560
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 122706
- Phone
- (317) 843-5577
Other planners in Carmel that publish fees
- Catalyze Wealth ManagementCarmel$4,800-$15,000/yr
- Circle City Wealth Management LLCCarmel$500-$5,000
- Fortitude Private WealthCarmel$300/hr, $3,000-$10,000
- Fortress Capital AdvisorsCarmel$7,500-$15,000/yr
- Keystone Financial Advisory, LLCCarmel$180/hr
- Kiel Investment CompanyCarmel$150/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.