I
Integra Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
25
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$0
About
Integra Wealth Advisors works primarily with individual clients, offering comprehensive financial planning and tax-related services delivered by the firm’s principal, who is an IRS-designated Enrolled Agent. The firm also holds public seminars and workshops intended to educate prospective clients and the public at no charge.
Rather than managing assets directly, the firm acts as a solicitor and liaison to third‑party money managers: it assists clients with paperwork, conveys client updates to the managers, and reviews quarterly statements but does not accept discretionary trading authority. Financial planning and consulting are provided on a fixed‑fee or hourly basis, and clients pay investment advisory fees directly to the third‑party managers in accordance with those managers’ schedules.
Noteworthy aspects of the firm include the principal’s substantial tax practice (which occupies a significant portion of her time) and the firm’s reliance on solicitor fees and educational seminars as core activities, rather than charging percentage‑of‑assets fees or running an in‑house portfolio management program. The firm discloses potential conflicts arising from its tax services and solicitor arrangements and states that these are mitigated through fiduciary duties and client disclosures.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General tax planning
Fee options
Fixed/flat fees ranging from $150 to $3,000 for financial planning services.
N/A - N/A: Total advisory fee ranges from 1.25% to 2.50% annually (charged by third-party money managers). IWA receives a portion of this fee as solicitor fees, with third-party managers retaining 0% to 1%.
Up to $250 per hour for financial planning and consulting services.
Account minimum: Determined by the third-party money managers to whom IWA refers its clients Fee-only: Financial planning fixed/flat fees ranging from $150 to $3,000; hourly consulting fees up to $250/hour.
Main office location
Integra Wealth Advisors
12200 Ford Rd, Suite 100
Dallas TX 75234, United States
Number of offices
1
Most active in
Integra Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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