David Hodges
Advisor at Integra Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Hodges is a CFP® professional with 17 years of industry experience, currently serving at Integra Wealth since 2009. Based in Chattanooga, TN, he works at a firm specializing in discretionary portfolio management and financial planning for individuals, trusts, estates, and employer-sponsored retirement plans. Integra Wealth provides investment management through growth, balanced, or conservative strategies using domestic and international mutual funds and ETFs, guided by modern portfolio theory and multi-factor models. The firm also offers ERISA fiduciary services and manages held-away retirement accounts via a third-party platform, supporting approximately 200 client relationships with institutional custodial and operational services.
Expertise
Based on Integra Wealth
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Cash flow / budgeting
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
Location
101 W. 21 St Street
Chattanooga, TN 37408
Most active in
David H has reported serving >5 clients in these states in the last 12 months.
Georgia · North Carolina · Tennessee
Work history
Integra Wealth
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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.
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