# Julie Roth

> Julie Roth is a fee-only financial advisor at Integris Wealth Management in Monterey, California, who holds the CFP, CIMA and CEPA credentials. Integris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-roth/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Integris Wealth Management
- **Based in:** Monterey, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $812.0M across 1,276 accounts
- **Credentials:** CFP, CIMA, CEPA, CFA, CPA
- **CRD:** 7045074 (https://adviserinfo.sec.gov/individual/summary/7045074)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://integriswealth.com

## Frequently asked questions

### Is Julie Roth a fee-only financial advisor?

Yes. Julie Roth is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Julie's firm.

### How does Julie charge for financial advice?

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

### Where is Julie Roth based?

Julie Roth is based in Monterey, California.

### What credentials does Julie Roth hold?

Julie Roth holds the CFP, CIMA, CEPA, CFA and CPA credentials.

### Is Julie Roth registered with the SEC?

Yes. Julie Roth is registered as an investment adviser representative in CA and TX (CRD 7045074), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Integris Wealth Management manage?

Integris Wealth Management reports $812.0M across 1,276 accounts in assets under management.

### How do I contact Julie Roth?

Through Julie's website, integriswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/3597): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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