Integrated Wealth Solutions, LLC fees and pricing
Financial planner in York, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 14, 2026, Integrated Wealth Solutions, LLC charges a flat or project fee of $1,500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,000
“Fixed fee services are offered based on a fixed fee ranging from $1,500 to $3,000 depending on the complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrated Wealth Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed upon completion of the plan.”
- “Fees are generally deducted directly from the Client’s Account. 5 Financial Planning and Consulting Fees are generally invoiced directly to the Client but may also be deducted from another account held with IWS.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Integrated Wealth Solutions, LLC’s fees compare
- Its flat or project fee of $1,500-$3,000 is below the Pennsylvania median of $3,650. 33% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 3 other planners in York that publish a flat or project fee charge less.
About Integrated Wealth Solutions, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.45% a year
- Clients
- 300
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $114,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334422
- Phone
- (717) 313-2220
Can advise clients in 2 states: Maryland, Pennsylvania
Other planners in York that publish fees
- Johnson & White Wealth Management LLCYork$250-$400/hr, $2,000-$15,000
- Macro Advisors, Inc.York$150/hr
- Saubel Financial GroupYork$450/hr, $10,000
- The Financial Advisory GroupYork$2,000-$6,000
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.