A complete list of active advisors currently associated with Integrated Advisors
Warmer can help you find a great advisor at Integrated Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Integrated Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boise, ID
| 27
|
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