How does the advisor help clients – Key Takeaways:
Integral Financial LLC provides comprehensive financial planning services to individuals, families, and small businesses. Their team of experienced advisors offers personalized solutions that are tailored to each client’s specific financial goals and needs.
Some key takeaways about the services offered by Integral Financial LLC include:
- Customized financial plans to help clients achieve their financial goals
- Expertise in a wide range of financial services, including retirement planning, investment management, and tax planning
- A focus on building long-term relationships with clients based on trust and transparency
Facts and Insights
Here are some facts and insights about INTEGRAL FINANCIAL LLC:
Assets Under Management: According to their most recent form ADV filing with the Securities and Exchange Commission, INTEGRAL FINANCIAL LLC has approximately $100 million in assets under management.
Number of Advisors: INTEGRAL FINANCIAL LLC has a team of 5 experienced advisors who work closely with clients to develop and implement customized financial plans.
Time in Business: INTEGRAL FINANCIAL LLC has been in business for over 15 years, providing expert financial guidance to clients throughout their entire financial journey.
Financial Services Offered
Integral Financial LLC offers a wide range of financial services to assist clients in achieving their financial goals. Some of the services they provide include:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance and Risk Management
- Business Succession Planning
Their team of advisors has a diverse range of expertise, allowing them to provide comprehensive and integrated solutions to their clients.
Client Types
Integral Financial LLC serves a variety of clients, including:
- Individuals and families
- Small business owners
- Executives and professionals
- High net worth individuals
- Retirees
Their services are tailored to the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
INTEGRAL FINANCIAL LLC operates as a fee-based advisor, meaning they are compensated through a combination of fees and commissions. This fee structure ensures that their advisors are always acting in the best interest of their clients and aligns their success with the success of their clients’ financial goals.
Background
INTEGRAL FINANCIAL LLC was founded over 15 years ago by a team of financial experts with a passion for helping individuals and families achieve their financial goals. Their experienced team of advisors has an average of 20 years of experience in the financial industry, bringing a wealth of knowledge and expertise to their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Here are a few disclosures to keep in mind when working with INTEGRAL FINANCIAL LLC:
- INTEGRAL FINANCIAL LLC is dually registered as both an investment advisor and a broker-dealer.
- The firm does receive commissions for selling certain investment products, but they are required to act in the best interest of their clients at all times, per the fiduciary standard.
- Some of INTEGRAL FINANCIAL LLC’s advisors may also receive compensation from outside sources, such as insurance companies or mutual fund companies.
It’s important for clients to have open communication with their advisor about any potential conflicts of interest and how they may affect their financial plan.