{
  "crd_number": 112038,
  "slug": "integrated-financial-solutions-inc-reston-va-112038",
  "primary_business_name": "INTEGRATED FINANCIAL SOLUTIONS, INC.",
  "legal_name": "INTEGRATED FINANCIAL SOLUTIONS, INC.",
  "dbas": [],
  "city": "Reston",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-24",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-09",
  "carried_forward": false,
  "raum_total": 303305402.0,
  "raum_discretionary": 303305402.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 47236398.0,
      "count": 116
    },
    "pension_profit_sharing": {
      "raum": 15942164.0,
      "count": 34
    },
    "high_net_worth_individuals": {
      "raum": 240126840.0,
      "count": 87
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "VA"
  ],
  "websites": [
    "https://ifnadvisors.com",
    "https://tafazoli.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112038",
  "city_as_filed": "RESTON",
  "url": "https://advisorcensus.com/firm/integrated-financial-solutions-inc-reston-va-112038",
  "display_name": "Integrated Financial Solutions, Inc.",
  "summary": "Integrated Financial Solutions, Inc. is an SEC-registered investment advisory firm in Reston, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.",
  "citation": "AdvisorCensus. Integrated Financial Solutions, Inc. (CRD 112038): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Integrated Financial Solutions, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrated Financial Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Integrated Financial Solutions, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated February 9, 2026 states: Flat fee: $1,000 to $5,000 (a financial plan); Hourly rate: $100 to $300 an hour (Financial Plan). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Integrated Financial Solutions, Inc. located?",
      "a": "Integrated Financial Solutions, Inc.'s principal office is in Reston, VA, according to its Form ADV."
    },
    {
      "q": "Is Integrated Financial Solutions, Inc. registered with the SEC or a state?",
      "a": "Integrated Financial Solutions, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 112038."
    },
    {
      "q": "How much does Integrated Financial Solutions, Inc. manage?",
      "a": "Integrated Financial Solutions, Inc. reports $303,305,402 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Integrated Financial Solutions, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrated Financial Solutions, Inc.: Regulatory assets under management: $128,250,851 in the October 2021 data and $303,305,402 in the October 2026 data, up 136%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrated Financial Solutions, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (87); pension and profit sharing plans (but not the plan participants or government pension plans) (34)."
    },
    {
      "q": "Which custodians does Integrated Financial Solutions, Inc. use?",
      "a": "Integrated Financial Solutions, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrated Financial Solutions, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112038"
    },
    {
      "q": "Does Integrated Financial Solutions, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 9, 2026 says: \"We require a minimum of $40,000 in order to open an account managed by us. We have the ability to waive this minimum in anticipation of expected future contributions to the account or the relationship of the client and investment advisor representative.\""
    },
    {
      "q": "What changed in Integrated Financial Solutions, Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $226,550,434 to $303,305,402 (+34%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 128250851.0,
      "total_employees": 1,
      "filing_date": "2021-05-13"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 155391650.0,
      "total_employees": 1,
      "filing_date": "2022-08-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 129031335.0,
      "total_employees": 1,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 168572947.0,
      "total_employees": 1,
      "filing_date": "2024-02-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 226550434.0,
      "total_employees": 1,
      "filing_date": "2025-02-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 303305402.0,
      "total_employees": 1,
      "filing_date": "2026-02-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $226,550,434 to $303,305,402 (+34%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$40,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $5,000 (a financial plan)",
      "Hourly rate: $100 to $300 an hour (Financial Plan)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $40,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We require a minimum of $40,000 in order to open an account managed by us. We have the ability to waive this minimum in anticipation of expected future contributions to the account or the relationship of the client and investment advisor representative."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (a financial plan)"
        ],
        "quotes": [
          "Fixed or flat fees for a financial plan will range from $1,000 - $5,000, depending on the nature and complexity of your circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (Financial Plan)"
        ],
        "quotes": [
          "Hourly Fees will range from $100 - $300 per hour, depending on the nature and complexity of your circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 40000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "a financial plan"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "Financial Plan"
        }
      ]
    },
    "quotes": [
      "We require a minimum of $40,000 in order to open an account managed by us. We have the ability to waive this minimum in anticipation of expected future contributions to the account or the relationship of the client and investment advisor representative.",
      "Fixed or flat fees for a financial plan will range from $1,000 - $5,000, depending on the nature and complexity of your circumstances.",
      "Hourly Fees will range from $100 - $300 per hour, depending on the nature and complexity of your circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/integrated-financial-solutions-inc-reston-va-112038.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 116,
      "fewer_than_5": false,
      "raum": 47236398.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 87,
      "fewer_than_5": false,
      "raum": 240126840.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 15942164.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112038",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}