Integra Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$95,651,914
This total excludes 13 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
183
16% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
183
Very HighAverage account size
$522,688
About
Integra Wealth serves individual clients (including high‑net‑worth individuals), associated trusts and estates, employer‑sponsored retirement plans, and other business entities, providing discretionary portfolio management and both broad‑scope and limited financial planning engagements. Advisory offerings also include retirement plan consulting to plan fiduciaries and project‑based or hourly financial planning when requested.
The firm adopts a long‑term, buy‑and‑hold orientation grounded in modern portfolio theory, multi‑factor modeling and academic research, implementing strategies primarily through mutual funds and ETFs. Clients receive a written Investment Policy Statement and ongoing discretionary management with monthly monitoring, periodic reviews, and the ability to impose written account restrictions.
For a firm of its size, Integra’s retirement practice is notable: it provides ERISA‑focused services that range from non‑discretionary 3(21) advice to discretionary 3(38) fiduciary management and model portfolios for plan participants. It also offers held‑away asset management using a third‑party Pontera platform to incorporate outside retirement accounts (e.g., 401(k)s) into client portfolios, and combines these services with fee‑only financial planning options; the firm does not participate in wrap programs or charge performance‑based fees.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: negotiable
$550 per hour for limited scope financial planning services or projects
Fee-only: Financial planning fees between $2,000 and $5,000 for broad-scope analysis; hourly financial planning at $550/hour
Main office location
Integra Wealth
101 W. 21 St Street
Chattanooga TN 37408, United States
Number of offices
1
Most active in
Integra Wealth has reported serving >5 clients in these states in the last 12 months.
Georgia · North Carolina · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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