INTEGRATED RETIREMENT ADVISORS, LLC

Overview

Integrated Retirement Advisors, LLC operates as an independent registered investment adviser that focuses on providing advice and portfolio management through non-discretionary relationships. The firm’s client mix is skewed toward individuals and families, with services also extending to small businesses and institutional pension consulting. Investment activity centers on pooled public vehicles—primarily mutual funds and other public funds—for core exposure, while advisory work includes financial planning and educational workshops. The firm charges both a fee based on assets under management and hourly fees, which aligns with a consultative, advice-first model rather than delegated portfolio management. Integrated Retirement Advisors, LLC is not an ESG-focused manager and does not present itself as a multi-state adviser. Its business lines emphasize planning, portfolio construction for individuals and small employers, and pension consulting rather than active capital allocation into direct private deals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices