Integrated Wealthcare, LLC 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

$525/hr

“IWC’s hourly rate is $525.”

Flat or project fee

$15,000

“Fixed fees for project-based engagements will not exceed $15,000.”

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

How Integrated Wealthcare, LLC bills

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

• “Additionally, investment management fees are prorated for deposits and withdrawals throughout the billing period and are reflected in the next billing period’s fee.”
• “The fee is most often paid quarterly, in arrears.”
• “The estimated and actual billed fee is based on the scope and complexity of each individual client.”

How Integrated Wealthcare, LLC’s fees compare

• Its hourly rate of $525 is above the North Carolina median of $300. 97% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 10 of the 11 other planners in Durham that publish an hourly rate charge less.
• Its flat or project fee of $15,000 is above the North Carolina median of $4,800. 87% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 10 of the 10 other planners in Durham that publish a flat or project fee charge less.

About Integrated Wealthcare, LLC

• Firm size: 11 employees.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Physicians and dentists
• Business owners
• 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

1.25% a year

Clients

135

Employees

11

Works with

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

Services reported to regulators

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

Assets managed

$218,160,219

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312929

Website

linkedin.com/company/integrated-wealthcare-llc (opens in new tab)

Phone

(866) 694-6292

Can advise clients in 7 states: Florida, Hawaii, Louisiana, North Carolina, New Hampshire, Pennsylvania, Texas

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr

Compare all 22 planners in Durham