Terry Hershey
Advisor at Integrated Advisors
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.
Advisor at Integrated Advisors
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
Boise, ID 83705
Credentials
ChFC®, Series 63, Series 66
Industry experience
27 years
Terry Hershey is a financial advisor at Integrated Advisors with 27 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to founding Integrated Advisors in 2016, he operated as a sole proprietor from 1998 to 2016 and held roles at Cetera Advisors and NewForm Advisors. Outside of advising, he assists Kitty Hawk Technology, a software developer owned by his son that creates financial planning applications for Integrated Advisors. Integrated Advisors is an independent, fee-based firm serving individuals and small businesses with non-discretionary asset management, ongoing financial planning, and project-based consulting. The firm uses a proprietary TimeLine Integrated Portfolio approach focused on long-term, passive buy-and-hold strategies tailored to client objectives.
Fixed fees for project-based financial planning and consulting services ranging from $300 to $4,500
$0 - $250,000: 1.35% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.25% $1,000,001+: 0.00%
$150 per hour for project-based financial planning and consulting services
Fee-only: Hourly fee of $150 per hour; fixed fees range from $300 to $4,500 for project-based financial planning
4346 W. Rose Hill Street, Suite A
Boise, ID 83705
Idaho · Oregon
Integrated Advisors, LLC
2016 - Present (10 years)
Cetera Advisors, LLC
2014 - 2016 (2 years)
NewForm Advisors, LLC
2014 - 2016 (2 years)
Cetera Advisors LLC
2014 - 2016 (2 years)
Terry Hershey, sole proprietor
1998 - 2016 (18 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.
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.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")