Theodore Spinardi
Integrated Wealth Solutions · Tulsa, Oklahoma
Theodore Spinardi is a fee-only financial advisor at Integrated Wealth Solutions in Tulsa, Oklahoma, who holds the CFP credential. Theodore 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 AZ, CA, FL, OK, TX · CRD 2302532 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | integratedwealth.co |
| Profile |
How Theodore'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 Theodore
Is Theodore Spinardi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore 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 Theodore charge for financial advice?
Theodore's firm, Integrated Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theodore Spinardi based?
Theodore Spinardi is based in Tulsa, Oklahoma.
What does Theodore specialize in?
Theodore's specialties include retirement planning and tax planning. Theodore works with pre-retirees.
What credentials does Theodore Spinardi hold?
Theodore Spinardi holds the CFP credential.
Is Theodore Spinardi registered with the SEC?
Yes. Theodore Spinardi is registered as an investment adviser representative in AZ, CA, FL, OK and TX (CRD 2302532), 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 Wealth Solutions manage?
Integrated Wealth Solutions reports $182.5M across 824 accounts in assets under management.
How do I contact Theodore Spinardi?
Through Theodore'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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