Firm
Integrated Financial Consulting
Monsey, New York
Fee-only
Integrated Financial Consulting at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 87 individual clients, 40 of them high net worth.
- Its average account is about $503,000 (assets it manages divided by its 281 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Monsey, New York |
|---|---|
| Website | integratedfinancialconsulting.com |
| [email protected] | |
| Phone | (845) 426-6300 |
Integrated Financial Consulting fees
Integrated Financial Consulting doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $141 million |
| Individual clients | 47 |
| High-net-worth clients | 40 |
| Accounts managed | 281 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-107136) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 130920 |