Intergy Private Wealth, LLC fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 13, 2026, Intergy Private Wealth, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Intergy Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro- rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Our advisory fee is negotiable, depending on individual client circumstances and account type.”
- “The TAMP will calculate these thirdparty money manager fees as described above, quarterly in advance.”
How Intergy Private Wealth, LLC’s fees compare
- Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
- 20 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
About Intergy Private Wealth, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2021 (5 years).
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
- 580
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $602,618,422
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315698
- Phone
- (719) 413-8820
Can advise clients in 22 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, North Carolina, Nebraska, New Hampshire, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
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.