INTEGRIS WEALTH MANAGEMENT, LLC

Name: INTEGRIS WEALTH MANAGEMENT, LLC
Address: 435 WASHINGTON STREET, MONTEREY, CA 93940, monterey, CA, US
Telephone: (831) 333-1717
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Monterey, California · 1 of 2 financial advisors in the area

📍 435 WASHINGTON STREET, MONTEREY, CA 93940

📞 (831) 333-••••

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📍 435 WASHINGTON STREET, MONTEREY, CA 93940

About INTEGRIS WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC is a financial advisor located in Monterey, California. As a local financial advisor, they serve Monterey and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Monterey should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Monterey

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Monterey may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Monterey

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Monterey?

Financial Advisors in Monterey typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Monterey?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Monterey to choose from.

Does INTEGRIS WEALTH MANAGEMENT, LLC offer free quotes?

Contact INTEGRIS WEALTH MANAGEMENT, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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