Integra Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$135,709,677
Clients
111
Advisors
4
across 2 offices
About
Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory (including limited-scope ERISA 3(21) services), and consulting to individuals, high‑net‑worth clients, small businesses, trusts and plans. The firm manages about $139 million in discretionary assets for roughly 111 clients and also offers an Emerging Investor program for households with under $100,000 in investable assets.
The firm combines fundamental and technical analysis with a value-oriented investment philosophy, uses model-driven asset allocation with rebalancing (typically at a 15% drift), and frequently appoints third‑party sub‑advisors to implement strategies under its discretionary authority. Integra discloses that it monitors third‑party managers for leverage and uses derivatives in client investments (including options and structured “buffer” ETFs), and it may adjust allocations defensively under stressed market conditions.
Distinctive elements in the brochure include Integra’s role as a wrap‑fee program sponsor and its disclosure that some investment advisor representatives act as appointed insurance agents and may receive commissions for insurance sales. The firm also notes operational features uncommon for peers: explicit reimbursement arrangements with product sponsors (e.g., Zacks), in‑house access to professionals with law and tax credentials for referrals, and a formal, lower‑cost Emerging Investor pathway that begins with a targeted $600 planning engagement.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees up to $15,000; Emerging Investor Program flat fee $600
Hourly financial planning fees range from $200 to $500 per hour
Account minimum: $10,000 Minimum fee: Up to $15,000 for financial planning services Fee-only: Financial planning fixed fees up to $15,000; Emerging Investor Program flat fee $600; hourly fees $200-$500 per hour
Main office
See office5105 Dtc Parkway Suite 316
Greenwood Village CO 80111
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Michigan · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Keith F
CFP®, Series 63
Greenwood Village, CO
Integra Financial, Inc.
Keith Fevurly is a CFP® certificant with 21 years of industry experience, currently serving at Integra Financial, Inc. since 2011. He also operates a sole proprietorship offering legal services as an attorney. Prior to his current role, he worked at Metropolitan State College of Denver from 2007 to 2019. Integra Financial, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment approach combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.
Willis A
CFP®, Series 63
Bellaire, MI
Integra Financial, Inc.
Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.
Ryan G
Series 65
Greenwood Village, CO
Integra Financial, Inc.
Ryan Garcia is a financial advisor at Integra Financial, Inc. in Greenwood Village, CO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at BlueWave, Red Robin, Ball Corporation, and Caesars Entertainment, as well as periods as a full-time student. Integra Financial, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm uses a value-oriented investment philosophy combined with fundamental and technical analysis, and it offers an Emerging Investor program for households with under $100,000 in investable assets.
Alison A
CFP®, Series 65
Bellaire, MI
Integra Financial, Inc.
Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.
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