Firm
Integrated Investment Strategies
Carmel, Indiana
Fee-only
Integrated Investment Strategies at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 156 individual clients.
- Its average account is about $313,000 (assets it manages divided by its 334 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Carmel, Indiana |
|---|---|
| Website | integratedinvestments.com |
| [email protected] | |
| Phone | (317) 843-5577 |
Integrated Investment Strategies fees
Integrated Investment Strategies 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 · Hourly |
|---|---|
| Assets managed | $105 million |
| Individual clients | 156 |
| Accounts managed | 334 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136676) |
| Financial planning | Offered |
| Form ADV filed | June 8, 2026 |
| SEC record | CRD 122706 |