Integrous fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$300/hr

“Hourly charges for professionals will range between $175 and $300 based upon the professional qualifica ons and experience of the individual providing the service.”

Flat or project fee

$2,500⁠-⁠$10,000

“If the engagement is for the prepara on of a financial plan, the fee will be in the range of $2,500 to $10,000 per plan, nego ated with the client in advance and at the discre on of the Firm.”

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

How Integrous bills

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

• “In considera on for this service, Integrous receives a monthly investment advisory fee, payable in advance, based upon the market value of the plan assets under management and valued on the last business day of the prior month.”
• “Form ADV Part 2A (Brochure) 03.31.2026 Page 6 of 19 © 2026 Integrous payable each quarter, in advance.”
• “The advisory fees in the first quarter of advisory services are prorated from the incep on date to the end of the quarter.”

How Integrous’ fees compare

• Its hourly rate of $175-$300 is below the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 10 other planners in San Rafael that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About Integrous

• Firm size: 4 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

15

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,872,775

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156189

Website

integrousfinancial.com (opens in new tab)

Phone

(415) 200-0900

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr

Compare all 26 planners in San Rafael