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Integra Financial, Inc.

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Client assets under management

$120,730,427

More info

Clients

113

27% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

28

Low

Average account size

$1,068,411

About

Integra Financial serves individuals (including high‑net‑worth clients), small businesses, trusts, company pension plans and estates. The firm provides discretionary portfolio management through its Integra Financial Wrap Program, financial planning, ERISA 3(21) plan advisory services for qualified retirement plans, and limited consulting on targeted topics.

The firm combines fundamental and technical analysis with a generally value‑oriented approach, monitors accounts continuously and rebalances when allocations drift (15% drift threshold), and may shift to more defensive postures, including cash, under extreme market conditions. Integra also uses third‑party sub‑advisors and implements option‑based and structured products such as buffered ETFs, and the brochure discusses the specific risks and operational considerations of these derivative strategies.

Several operational and business features distinguish Integra from many peers: the brochure discloses that some investment adviser representatives are appointed insurance agents who may receive commissions, that the firm sponsors a wrap fee program, and that Item 15 was updated to disclose its use of third‑party standing letters of authorization (SLOAs) for limited custody arrangements. The firm also notes receipt of research/soft‑dollar benefits from custodians and possible expense reimbursements from a product partner (disclosed example of up to 8% reimbursement related to Zacks), matters the brochure identifies and describes as potential conflicts the firm seeks to manage.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed financial planning fees up to $15,000, agreed in advance

Project-based

Hourly financial planning fees ranging from $200 to $500 per hour

Other

Account minimum: $10,000 (may accept accounts for less than the minimum) Fee-only: Financial planning fees negotiated; fixed fees up to $15,000; hourly rates $200 - $500

Main office location

Integra Financial, Inc.

5105 Dtc Parkway Suite 316

Greenwood Village CO 80111, United States

Number of offices

5

Most active in

More info

California · Colorado · Michigan · Nevada · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 303-220-5525

Advisors at this firm

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user avatar

Keith F

CFP®, Series 63

Greenwood Village, CO

Integra Financial, Inc.

Keith Fevurly is a CFP® with 20 years of industry experience, currently serving at Integra Financial, Inc. since 2011. He has also worked at Metropolitan State College of Denver and operates a legal services business as an attorney. Integra Financial serves individuals, small businesses, trusts, pension plans, and estates, offering discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach that combines fundamental and technical analysis and utilizes third-party sub-advisors and structured products.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Willis A

CFP®, Series 63

Bellaire, MI

Integra Financial, Inc.

Willis Ashby is a CFP® with 27 years of industry experience, currently serving at Integra Financial, Inc. since 1993. He holds the Series 63 designation and is involved as a trustee for Kids Accounts and as a partner in Partnership Family Coop. Integra Financial serves individuals, small businesses, trusts, pension plans, and estates, offering discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach combined with fundamental and technical analysis, utilizing third-party sub-advisors and option-based strategies.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Ryan G

Series 65

Greenwood Village, CO

Integra Financial, Inc.

Ryan Garcia is a financial advisor at Integra Financial, Inc. in Parker, Colorado, holding a Series 65 designation with approximately one year of experience. His prior work includes roles at BlueWave, Red Robin, Ball Corporation, and Caesars Entertainment. Integra Financial serves individuals, small businesses, trusts, pension plans, and estates, offering discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach combining fundamental and technical analysis, with continuous account monitoring and rebalancing.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
user avatar

Alison A

CFP®, Series 65

Bellaire, MI

Integra Financial, Inc.

Alison Ashby is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Integra Financial, Inc. in Bellaire, Michigan. Her work history is primarily with Integra Financial, where she has been employed since 2022. Integra Financial serves individuals, small businesses, trusts, company pension plans, and estates by providing discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach that integrates fundamental and technical analysis, continuous account monitoring, and tactical adjustments under varying market conditions.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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