Integrated Benefits, Incorporated

RIASEC & State Registered

Total AUM

$101M

Discretionary

$81.2M

80% of AUM

Avg account

$653K

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: Grand Junction, Colorado
CRD number: 112518
Registered since: April 14, 2025
Website: www.ibiadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals52.75%
HNWI27.43%
Pension & Profit Sharing Plans19.83%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Integrated Benefits, Incorporated is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration year 2025) and serves both individual and family clients as well as some institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fees are charged as a percentage of assets under management and, in some cases, fixed fees. The firm is affiliated with an insurance company and does not identify as a capital allocator.