Integrated Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrated Advisors is a small, fee‑based advisory firm that serves individuals and small businesses with non‑discretionary asset management, ongoing financial planning, and project‑based consulting. The firm reports about $49 million in managed assets across roughly 82 client relationships and discloses that its sole principal is a licensed insurance agent who may recommend and sell insurance products to clients.
The firm’s investment process centers on a proprietary TimeLine Integrated Portfolio (TIP) approach — a collaborative, multi‑decade projection used to inform asset allocation and portfolio decisions — and generally favors long‑term, passive buy‑and‑hold strategies tailored to each client’s stated objectives. All investment recommendations are implemented on a non‑discretionary basis, with the firm obtaining client approval before directing trades and performing periodic account reviews at least annually or more often as needed.
What is distinctive about this firm relative to many peers is its combination of primarily non‑discretionary managed assets (the brochure reports all AUM as non‑discretionary) and the principal’s separate insurance practice, which the firm discloses can generate commissions and related conflicts of interest (the principal reports spending under 5% of time on insurance). The brochure also discloses an uncommon operational arrangement: the firm has engaged a family‑owned software developer to build proprietary planning software and has provided a business loan to that developer, a relationship the firm identifies as a potential conflict to be managed.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning and consulting services ranging from $300 to $4,500
$0 - $250,000: 1.35% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.25% $1,000,001+: 0.00%
$150 per hour for project-based financial planning and consulting services
Fee-only: Hourly fee of $150 per hour; fixed fees range from $300 to $4,500 for project-based financial planning
Main office
4346 W. Rose Hill Street, Suite A
Boise ID 83705
Advisors at this office
1
Most active in
Idaho · Oregon
Also doing business as
Integrated Advisors · Integrated Advisors, LLC · Newform Advisors · Newform Advisors, 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.
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.
Forms ADV
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