Fee-only adviser · Mesa, AZ
Integrated Financial Solutions, PLLC
Integrated Financial Solutions, PLLC is a fee-only investment adviser registered with the securities regulators of Arizona, Wisconsin, with its main office in Mesa, Arizona. On its latest Form ADV, filed February 27, 2026, it reports $85M in regulatory assets under management, 289 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona, Wisconsin |
|---|---|
| Firm CRD number | 291326 |
| Office | 7115 E. Baseline RD. Ste. 110 Mesa, AZ 85209 |
| Phone | (855) 275-4437 |
| Website | www.silvertreesnp.com |
| Regulatory assets under management | $85M ($77M discretionary) |
| Individual clients | 221 non-high-net-worth, 68 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mesa
- Decisionpoint Financial, LLC $1.2B
- Rovin Capital $917M
- Ridgeline Private Wealth $173M
- Fenger Financial, PLLC $25M
- Pro Tax Financial Services, LLC $15M
- Prosper Private Wealth $151M
See all 9 fee-only advisers in Mesa →
Nearby
- Gilbert 10 firms
- Chandler 12 firms
- Tempe 10 firms
- Fountain Hills 2 firms
- Paradise Valley 1 firm
- Scottsdale 78 firms
- Phoenix 49 firms
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