Fee-only adviser · Monterey, CA
Integris Wealth Management, LLC
Integris Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Monterey, California. On its latest Form ADV, filed April 15, 2026, it reports $812M in regulatory assets under management, 344 individual clients and 10 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 | SEC-registered |
|---|---|
| Firm CRD number | 111336 · SEC file 801-66376 |
| Office | 435 Washington Street Suite a Monterey, CA 93940 |
| Phone | (831) 333-1717 |
| Website | www.integriswealth.com |
| Regulatory assets under management | $812M ($801M discretionary) |
| Individual clients | 113 non-high-net-worth, 231 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 18 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 15, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
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 Monterey
- McFarland Associates $83M
- Monterey Bay Asset Management LLC $23M
- Three Sheep Wealth Management, LLC $9.1M
- T.h. Rapko & Company, LLC $34M
- Zrcor Inc. $11M
- Del Monte Capital, Inc. $350K
See all 7 fee-only advisers in Monterey →
Nearby
- Carmel by the Sea 1 firm
- Carmel-By-The-Sea 1 firm
- Pacific Grove 1 firm
- Pebble Beach 1 firm
- Marina 1 firm
- Carmel 11 firms
- Capitola 1 firm
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