Firm
Integris Wealth Management
Monterey, California
Fee-only
Integris Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 12 advisors are listed here; 4 of 12 hold the CFP.
- Its Form ADV reports 18 employees and 344 individual clients, 231 of them high net worth.
- Its average account is about $636,000 (assets it manages divided by its 1,276 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Monterey, California |
|---|---|
| Website | integriswealth.com |
| [email protected] | |
| Phone | +83133317171 |
Integris Wealth Management fees
Integris Wealth Management 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 | $812 million |
| Individual clients | 113 |
| High-net-worth clients | 231 |
| Accounts managed | 1,276 |
| Employees | 18 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-66376) |
| Financial planning | Offered |
| Form ADV filed | April 15, 2026 |
| SEC record | CRD 111336 |