Integra Wealth Advisors, LLC

Integra Wealth Advisors provides fee-only wealth management and financial planning to individuals, high‑net‑worth families, trusts, estates and business owners, offering services that include comprehensive financial planning, investment management, and family‑office‑type support. The firm’s listed planning topics include retirement and income planning, estate and tax planning, education planning, company benefit analysis, legacy/charitable gifting, and personal administrative services such as bill paying and document management.

Integra describes an integrated investment approach that combines asset allocation with attention to clients’ behavioral and emotional considerations, employing an open‑architecture model that uses both passive and active managers and, when appropriate, alternative strategies. The firm generally manages discretionary portfolios, uses an interactive wealth‑management platform for ongoing collaboration, and documents rollover recommendations under fiduciary/ERISA guidance.

Noteworthy aspects include a small adviser team managing roughly $117 million for about 58 clients and a recent application to transition to SEC registration after surpassing $100 million in regulatory assets, a regulatory shift that is not universal among peers. The brochure also discloses that the firm’s principal serves as executor for two client estates—creating custodial exposure that resulted in an independent surprise examination and a Form ADV‑E filing—and highlights multi‑generational coordination and bespoke family‑office services.