Advisor at Integrated Wealth Solutions, LLC
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.
Firm
Integrated Wealth Solutions, LLC
Location
Manalapan, NJ 07726
Credentials
CFP®, Series 65
Industry experience
10 years
Gary Garland is a financial advisor at Integrated Wealth Solutions, LLC with 10 years of industry experience. He holds the CFP® designation and a Series 65 license. In addition to his advisory work, he is an attorney specializing in estate planning and elder law through his own law practice, Garland Law Offices, P.A. Integrated Wealth Solutions is an independent investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers discretionary investment management, financial and business planning, insurance reviews, and free educational workshops, typically utilizing a passive, diversified investment approach tailored to each client’s objectives.
Based on Integrated Wealth Solutions, LLC
Based on Integrated Wealth Solutions, LLC
Financial Planning fixed fees ranging from $1,500 to $15,000; upfront $500 fee for Comprehensive Financial Planning
$1 - $2,000,000: 1.25% annually $2,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Insurance-related product sales commissions may be received by firm and/or representative
Comprehensive Financial Planning ongoing fee of $275 per month, paid monthly or quarterly in advance
Fee-only: Financial Planning fixed fees ranging from $1,500 to $15,000; Comprehensive Financial Planning monthly/quarterly retainer of $275/month plus upfront $500 fee
195 Route 9 South Suite 204
Manalapan, NJ 07726
New Jersey
Integrated Wealth Protection, LLP
2016 - Present (10 years)
Integrated Wealth Solutions, LLC
2014 - Present (12 years)
Garland Law Offices, P.A.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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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Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
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