# Howard Shemitz

> Howard Shemitz is a fee-only financial advisor at Integrated Asset Management in Wall, New Jersey, who holds the CFP credential. Integrated Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/howard-shemitz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Integrated Asset Management
- **Based in:** Wall, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $28.1M across 90 accounts
- **Credentials:** CFP
- **CRD:** 1978266 (https://adviserinfo.sec.gov/individual/summary/1978266)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1989)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Howard Shemitz a fee-only financial advisor?

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

### How does Howard charge for financial advice?

Howard's firm, Integrated Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Howard Shemitz based?

Howard Shemitz is based in Wall, New Jersey.

### What credentials does Howard Shemitz hold?

Howard Shemitz holds the CFP credential.

### Is Howard Shemitz registered with the SEC?

Yes. Howard Shemitz is registered as an investment adviser representative in NJ (CRD 1978266), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Asset Management manage?

Integrated Asset Management reports $28.1M across 90 accounts in assets under management.

### How do I contact Howard Shemitz?

Contact details aren't on file yet. Search for Integrated Asset Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1978266): 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

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