Firm
Integra Asset Advisors, LC
Austin, Texas
Fee-only
Integra Asset Advisors, LC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 96 individual clients, 65 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 389 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | integra-advisors.com |
| Phone | (512) 329-0727 |
Integra Asset Advisors, LC fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $100,000 to $1,500,000 1.50%" source
"Our minimum investment requirement is normally over $100,000." source
"percentage charge annually on assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $87 million |
| Individual clients | 31 |
| High-net-worth clients | 65 |
| Accounts managed | 389 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 114394 |