Luke Spinardi
Integrated Wealth Solutions · Tulsa, Oklahoma
Luke Spinardi is a fee-only financial advisor at Integrated Wealth Solutions in Tulsa, Oklahoma, who holds the CFP credential. Luke focuses on retirement planning and tax planning. Integrated Wealth Solutions 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
Facts
| Firm | Integrated Wealth Solutions |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $182.5M across 824 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OK, TX · CRD 7367624 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | integratedwealth.co |
| Profile |
How Luke's firm compares
- Integrated Wealth Solutions's average account is about $221,000, from its Form ADV (assets managed divided by 824 accounts).
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Questions about Luke
Is Luke Spinardi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Integrated Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Integrated Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Spinardi based?
Luke Spinardi is based in Tulsa, Oklahoma.
What does Luke specialize in?
Luke's specialties include retirement planning and tax planning. Luke works with pre-retirees.
What credentials does Luke Spinardi hold?
Luke Spinardi holds the CFP credential.
Is Luke Spinardi registered with the SEC?
Yes. Luke Spinardi is registered as an investment adviser representative in CA, OK and TX (CRD 7367624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Wealth Solutions manage?
Integrated Wealth Solutions reports $182.5M across 824 accounts in assets under management.
How do I contact Luke Spinardi?
Through Luke's website, integratedwealth.co.
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
- Integrated Wealth Solutions 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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