Integrated Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services may be provided based on a minimum hourly fee of $300 based on complexity and unique client needs.”

Flat or project fee

$5,000

“Fees are calculated and charged on a fixed fee, typically $5,000 and may be higher with a maximum fee of $25,000 based on complexity and unique client needs.”

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

How Integrated Wealth Strategies, LLC bills

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

• “The annual Fee may be negotiable under certain circumstances, i.e., combination of services offered or combined family accounts.”
• “Fees are billed monthly or quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each month or quarter.”
• “Clients will be billed as services are rendered.”

How Integrated Wealth Strategies, LLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 26 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Texas median of $3,850. 53% of the 401 other Texas planners that publish a flat or project fee charge less.
• 20 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Integrated Wealth Strategies, LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CPA.
• Founded: 2010 (16 years).

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, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

248

Employees

7

Works with

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

Services reported to regulators

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

Assets managed

$151,693,473

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155254

Website

yelp.com/biz/daniel-c-caswell-cpa-integrated-wealth-strategies-austin (opens in new tab)

Phone

(512) 291-6391

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• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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