Julie Roth
Integris Wealth Management · Monterey, California
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.
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Facts
| Firm | Integris Wealth Management |
|---|---|
| Based in | Monterey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $812.0M across 1,276 accounts |
| Credentials | CFP · CIMA · CEPA · CFA · CPA |
| SEC registration | Investment adviser representative in CA, TX · CRD 7045074 |
| Exams passed | Series 65 (2018) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | integriswealth.com |
| Profile |
How Julie's firm compares
- Integris Wealth Management's average account is about $636,000, from its Form ADV (assets managed divided by 1,276 accounts).
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Questions about Julie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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