Robert Smith
Integrated Financial Solutions · Mesa, Arizona
Robert Smith is a fee-only financial advisor at Integrated Financial Solutions in Mesa, Arizona. Integrated Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integrated Financial Solutions |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $85.0M across 289 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 4640693 |
| Exams passed | Series 63 (2003) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.silvertreesnp.com |
How Robert's firm compares
- Integrated Financial Solutions's average account is about $294,000, from its Form ADV (assets managed divided by 289 accounts).
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Questions about Robert
Is Robert Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Integrated Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Integrated Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Smith based?
Robert Smith is based in Mesa, Arizona.
Is Robert Smith registered with the SEC?
Yes. Robert Smith is registered as an investment adviser representative in AZ (CRD 4640693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Integrated Financial Solutions manage?
Integrated Financial Solutions reports $85.0M across 289 accounts in assets under management.
How do I contact Robert Smith?
Through Robert's website, www.silvertreesnp.com.
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
- 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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