# David Hodges

> David Hodges is a fee-only financial advisor at Integra Wealth in Chattanooga, Tennessee, who holds the CFP credential. David focuses on retirement planning, tax planning and estate & legacy planning. Integra Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-hodges/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Integra Wealth
- **Based in:** Chattanooga, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $116.5M across 411 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4508507 (https://adviserinfo.sec.gov/individual/summary/4508507)
- **SEC registration:** Investment adviser representative in TN
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.integrawealth.com

## Frequently asked questions

### Is David Hodges a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Integra Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Integra Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Hodges based?

David Hodges is based in Chattanooga, Tennessee.

### What does David specialize in?

David's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. David works with pre-retirees and retirees.

### What credentials does David Hodges hold?

David Hodges holds the CFP credential.

### Is David Hodges registered with the SEC?

Yes. David Hodges is registered as an investment adviser representative in TN (CRD 4508507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integra Wealth manage?

Integra Wealth reports $116.5M across 411 accounts in assets under management.

### How do I contact David Hodges?

Through David's website, www.integrawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4508507): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.integrawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.