Integra Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integra Wealth Advisors works primarily with individual clients, offering comprehensive financial planning and tax-related services delivered by the firm’s principal, who is an IRS-designated Enrolled Agent. The firm also holds public seminars and workshops intended to educate prospective clients and the public at no charge.
Rather than managing assets directly, the firm acts as a solicitor and liaison to third‑party money managers: it assists clients with paperwork, conveys client updates to the managers, and reviews quarterly statements but does not accept discretionary trading authority. Financial planning and consulting are provided on a fixed‑fee or hourly basis, and clients pay investment advisory fees directly to the third‑party managers in accordance with those managers’ schedules.
Noteworthy aspects of the firm include the principal’s substantial tax practice (which occupies a significant portion of her time) and the firm’s reliance on solicitor fees and educational seminars as core activities, rather than charging percentage‑of‑assets fees or running an in‑house portfolio management program. The firm discloses potential conflicts arising from its tax services and solicitor arrangements and states that these are mitigated through fiduciary duties and client disclosures.
Client services
Expertise
Fee options
Fixed/flat fees ranging from $150 to $3,000 for financial planning services.
N/A - N/A: Total advisory fee ranges from 1.25% to 2.50% annually (charged by third-party money managers). IWA receives a portion of this fee as solicitor fees, with third-party managers retaining 0% to 1%.
Up to $250 per hour for financial planning and consulting services.
Account minimum: Determined by the third-party money managers to whom IWA refers its clients Fee-only: Financial planning fixed/flat fees ranging from $150 to $3,000; hourly consulting fees up to $250/hour.
Main office
12200 Ford Rd, Suite 100
Dallas TX 75234, United States
Most active in
Missouri · Texas
Also doing business as
Gamblin, Monica Monique · Integra Wealth Advisors · The Gamblin Group, LLC
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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