Integrated Retirement Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly fee for these services is $250.”

Flat or project fee

$2,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is $2,000.”

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

How Integrated Retirement Strategies bills

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

• “For investment supervisory services, IRS will generally bill its fees in advance on a quarterly basis.”
• “Clients may elect to be billed directly for fees or to authorize IRS to directly debit fees from client accounts.”
• “Management fees shall be prorated for each capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”

How Integrated Retirement Strategies’ fees compare

• Its hourly rate of $250 matches the Oregon median of $250. 28% of the 123 other Oregon planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Oregon City that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Oregon median of $4,000. 17% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Oregon City that publish a flat or project fee charge less.

About Integrated Retirement Strategies

• Principal: David W. Peterson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Insurance analysis
• Cash flow and budgeting

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

1% a year

Clients

31

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$44,250,862

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142969

Website

helpmeplan.com (opens in new tab)

Phone

(503) 327-5592

Can advise clients in 2 states: California, Oregon

Other planners in Oregon City that publish fees

• Burnside and Co.Oregon City$200/hr, $1,000⁠-⁠$2,500
• Keychain Asset ManagementOregon City$150⁠-⁠$500/hr, $75⁠-⁠$500
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr

Compare all 3 planners in Oregon City