Integrated Financial Solutions, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$287,363,238
This total excludes 34 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
203
43% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
203
Very HighAverage account size
$1,415,582
About
Integrated Financial Solutions serves individuals (both high‑net‑worth and non‑HNW), business entities, trusts, estates, pension and profit‑sharing plans, and charitable organizations, providing discretionary portfolio management, retirement plan consulting, and financial planning. The firm implements client portfolios through its Vision2020 Wealth Management Platform and custodial and execution arrangements with Pershing.
The firm constructs individualized portfolios using a formal risk‑tolerance questionnaire and portfolio‑optimization tools, combining both fundamental and technical analysis and generally recommending diversified long‑term holdings while permitting short‑term trades, short sales, and margin when suitable. Accounts are monitored continuously under discretionary authority, with periodic rebalancing and regular reporting to clients.
Integrated Financial Solutions is notable for managing over $300 million of assets with a single‑advisor practice serving more than 200 client accounts—an unusually high AUM and client load per advisor for a firm of this size. Advisory representatives are also registered with a broker‑dealer and licensed as insurance agents, and the firm discloses and manages the resulting conflicts of interest (including supervisory trade reviews and client disclosure); the principal also maintains an ownership interest in a third‑party retirement plan administrator.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Fee options
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
Main office location
Integrated Financial Solutions, Inc.
11872 Sunrise Valley Drive, Suite 200
Reston VA 20191, United States
Number of offices
1
Most active in
Integrated Financial Solutions, Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
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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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