Firm
Integra Global Advisors
Stamford, Connecticut
Fee-only
Integra Global Advisors at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 11 employees and 44 individual clients, 38 of them high net worth.
- Its average account is about $12.2 million (assets it manages divided by its 56 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Stamford, Connecticut |
|---|---|
| Website | integraga.com |
| Phone | (203) 266-3942 |
Integra Global Advisors fees
Integra Global Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Performance-based fees |
|---|---|
| Assets managed | $684 million |
| Individual clients | 6 |
| High-net-worth clients | 38 |
| Accounts managed | 56 |
| Employees | 11 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-110720) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 288511 |