Integrated Retirement Advisors, LLC fees and pricing

Financial planner in West Palm Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Integrated Retirement Advisors, LLC charges $425 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $425/hr; “$425/hour Retirement Planning $4,250 Fast Start $5,000 Estate Planning $4,250 Prior to the planning process the Client will be provided an estimated plan fee.”

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

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the number of days services are provided during the given period.”
“If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

Its hourly rate of $425 is above the Florida median of $288. 83% of the 372 other Florida planners that publish an hourly rate charge less.
5 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2018 (8 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 12
Employees: 1
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, pension consulting, and educational seminars and workshops
Assets managed: $17,038,368
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 300013
Website: integratedretirementadvisors.com (opens in new tab)
Phone: (561) 889-0550

Can advise clients in 2 states: Connecticut, Florida

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