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Advisor

George Douglas

Integra Wealth Advisors · Houston, Texas

George Douglas is a fee-only financial advisor at Integra Wealth Advisors in Houston, Texas, who holds the CFA credential. Integra Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFA

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Facts

FirmIntegra Wealth Advisors
Based in Houston, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$117.3M across 185 accounts
CredentialsCFA
SEC registration Investment adviser representative in LA, TX · CRD 1788123
Firm size3 employees
Disclosures None reported
Websitewww.integrawealthadvisors.com
LinkedInProfile

How George's firm compares

  • Integra Wealth Advisors's average account is about $634,000, from its Form ADV (assets managed divided by 185 accounts).

What fee-only advisors charge in Texas

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Questions about George

Is George Douglas a fee-only financial advisor?

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

How does George charge for financial advice?

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

Where is George Douglas based?

George Douglas is based in Houston, Texas.

What credentials does George Douglas hold?

George Douglas holds the CFA credential.

Is George Douglas registered with the SEC?

Yes. George Douglas is registered as an investment adviser representative in LA and TX (CRD 1788123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Integra Wealth Advisors manage?

Integra Wealth Advisors reports $117.3M across 185 accounts in assets under management.

How do I contact George Douglas?

Through George's website, www.integrawealthadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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