Integra Wealth Advisors, LLC

Integra Wealth Advisors, LLC is a registered investment adviser founded in 2011 and based in Houston, Texas. The firm specializes in providing wealth management services to individuals, families, and business owners on a fee-only basis. Their services include comprehensive financial planning covering areas such as retirement planning, asset allocation, estate planning, tax planning, and more. Integra practices an integrated wealth management approach to investing, focusing on asset allocation and considering clients' risk tolerance and goals. They manage discretionary assets totaling $97,581,417 as of December 31, 2024. For investment management, Integra charges fees based on a tiered schedule depending on the portfolio size. Financial planning services are typically provided on a fixed-fee basis or hourly rate. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients are required to have a minimum account size of $300,000. Integra acts as a fiduciary and is compensated solely by client fees to minimize conflicts of interest. They provide investment discretion, allowing them to make investment decisions on behalf of clients without obtaining consent for each transaction. The firm discloses material conflicts of interest, has a Code of Ethics, and does not participate in client referral compensation arrangements. Integra uses Fidelity Investments and Vanguard as preferred custodians and provides regular account reviews and reporting to clients.