Firm
Integrated Wealth Strategies
Austin, Texas
Fee-only
Integrated Wealth Strategies at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 7 employees and 248 individual clients, 45 of them high net worth.
- Its average account is about $278,000 (assets it manages divided by its 546 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | wealthadvise.com |
| Phone | (512) 291-6391 |
Integrated Wealth Strategies fees
Integrated Wealth 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 · Fixed fees |
|---|---|
| Assets managed | $152 million |
| Individual clients | 203 |
| High-net-worth clients | 45 |
| Accounts managed | 546 |
| Employees | 7 |
| Planning clients | 0 |
| Registered with | The SEC (801-116732) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 155254 |