David Hodges
Integra Wealth · Chattanooga, Tennessee
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Integra Wealth |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $116.5M across 411 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 4508507 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.integrawealth.com |
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Integra Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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