Advisor at Integral Wealth Management
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Firm
Integral Wealth Management
Location
Turlock, CA 95380
Credentials
CFP®, Series 66
Industry experience
9 years
Brooke Gaither is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSb before joining LPL Financial and subsequently Integral Wealth Management, where she is currently part of a five-advisor team. Integral Wealth Management provides discretionary investment management, standalone financial planning, and retirement plan consulting to individuals, charitable organizations, and employer-sponsored plans. The firm employs an asset-allocation-based approach with a total-return orientation and tactical sector tilts, utilizing a range of instruments including options and digital-asset strategies, and conducts regular account reviews and client meetings.
Based on Integral Wealth Management
Flat fees range from $1,500 to $10,000 for Financial Planning services.
up to 1.50% annually
Fee-only: Flat fees range from $1,500 to $10,000 for Financial Planning services.
605 E Main Street
Turlock, CA 95380
California
Integral Wealth Management
2024 - Present (2 years)
LPL Financial
2024 - 2024 (1 year)
Charles Schwab
2016 - 2024 (8 years)
Charles Schwab Bank SSb
2016 - 2024 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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