Integrated Wealth Solutions

Integrated Wealth Solutions at a glance

• One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 8 employees and 282 individual clients, 56 of them high net worth.
• Its average account is about $221,000 (assets it manages divided by its 824 accounts).

Fee-only advisors in Oklahoma

Facts

Integrated Wealth Solutions fees

Integrated Wealth Solutions 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

Advisors at this firm (3)

• Luke Spinardi

  CFP

• Mitchell Benefiel

• Theodore Spinardi

  CFP