Advisor at Integrated Financial Solutions, Inc.
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.
Location
Reston, VA 20191
Credentials
ChFC®, Series 63, Series 65
Industry experience
36 years
Mehrdad Tafazoli is a financial advisor at Integrated Financial Solutions, Inc. with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at FSC Securities Corporation and OSAIC Wealth, Inc. He is also a partner in PPG Pension Administrators, LLC, a third-party retirement plan administrator. Integrated Financial Solutions serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations by providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm uses a formal risk-tolerance questionnaire and portfolio-optimization tools to construct individualized portfolios, managing over $300 million in assets across more than 200 client accounts.
Based on Integrated Financial Solutions, Inc.
Based on Integrated Financial Solutions, Inc.
Financial planning fixed fees range from $1,000 - $5,000; Pension consulting fixed fees $1,500 - $2,500 for plan review/setup; $5,000 - $10,000 for other services
$0 - $100,000: 1.00% $100,001 - $250,000: 0.95% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,250,000: 0.75% $1,250,001 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $25,000,000: 0.35% $25,000,001+: 0.25%
Commissions earned through affiliated broker-dealer and insurance sales (not advisory fees)
Financial planning hourly fees range from $100 - $300 per hour; Pension consulting hourly fees range from $50 - $300 per hour
Account minimum: $40,000 Fee-only: Financial planning fees: $1,000 - $5,000 fixed fee; Hourly fees: $100 - $300 per hour
11872 Sunrise Valley Dr., Suite 200
Reston, VA 20191
Maryland · Virginia
OSAIC
2023 - Present (3 years)
Ppg Pension Administrators, Llc
2014 - Present (12 years)
Fsc Securities Corporation
2000 - 2023 (23 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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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