Integrous
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,872,775
Clients
15
0% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
Very LowAverage account size
$258,185
About
Integrous provides fee‑based investment advisory, financial planning and pension consulting to individuals (including business owners and corporate executives), retirement plans, trusts and other entities. The firm also offers non‑investment services under separate engagements, including management and marketing consulting as well as accounting, bookkeeping and tax‑preparation services.
The firm delivers customized portfolio management through client‑specific investment policy statements, asset‑allocation models, manager selection and periodic monitoring and rebalancing. Integrous generally operates on a primarily non‑discretionary basis—executing trades only with client approval—and does not take physical custody of client assets.
Integrous is a solo‑advisor practice with a small client base and roughly $3.9 million under advisement, a profile that is less common among supported firms. The combination of offering accounting and tax‑preparation services (while disclosing it is not a licensed public accounting firm), serving as an investment manager for retirement plans, and having an affiliated IT services shareholder (NetAria, Inc.) are distinctive features disclosed in the brochure that may be relevant when assessing scope of services and potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Wealth management
General tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fixed fee range from $2,500 to $10,000 per plan. Flat fees possible for pension consulting and tax preparation services.
0.25% to 1.00% annually prorated and billed quarterly in advance
Hourly consulting fees $175 to $300 for professionals; $75 to $125 for administrative staff
Minimum fee: Minimum quarterly fee of $1,500 Fee-only: Financial planning hourly fees $175 to $300 for professionals; $75 to $125 for administrative staff. Fixed fees $2,500 to $10,000 per financial plan.
Main office location
Integrous
San Rafael CA, United States
Number of offices
1
Most active in
Integrous has reported serving >5 clients in these states in the last 12 months.
California
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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