{
  "crd_number": 291326,
  "slug": "integrated-financial-solutions-pllc-mesa-az-291326",
  "primary_business_name": "INTEGRATED FINANCIAL SOLUTIONS, PLLC",
  "legal_name": "INTEGRATED FINANCIAL SOLUTIONS, PLLC",
  "dbas": [],
  "city": "Mesa",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-01-18",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 85047012.0,
  "raum_discretionary": 76974428.0,
  "raum_non_discretionary": 8072584.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 32918020.0,
      "count": 221
    },
    "high_net_worth_individuals": {
      "raum": 52128992.0,
      "count": 68
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AZ",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/myifs",
    "https://linkedin.com/in/roricgriffith",
    "https://linkedin.com/in/sean-harris-226aa2117",
    "https://myifs.com",
    "https://rgiswi.com",
    "https://silvertreesnp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291326",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "MESA",
  "url": "https://advisorcensus.com/firm/integrated-financial-solutions-pllc-mesa-az-291326",
  "display_name": "Integrated Financial Solutions, PLLC",
  "summary": "Integrated Financial Solutions, PLLC is a state-registered investment advisory firm in Mesa, AZ, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Integrated Financial Solutions, PLLC (CRD 291326): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-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",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Integrated Financial Solutions, PLLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrated Financial Solutions, PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Integrated Financial Solutions, PLLC located?",
      "a": "Integrated Financial Solutions, PLLC's principal office is in Mesa, AZ, according to its Form ADV."
    },
    {
      "q": "Is Integrated Financial Solutions, PLLC registered with the SEC or a state?",
      "a": "Integrated Financial Solutions, PLLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291326."
    },
    {
      "q": "How much does Integrated Financial Solutions, PLLC manage?",
      "a": "Integrated Financial Solutions, PLLC reports $85,047,012 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (91% discretionary)."
    },
    {
      "q": "What types of clients does Integrated Financial Solutions, PLLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (221); high net worth individuals (68)."
    },
    {
      "q": "Does Integrated Financial Solutions, PLLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291326"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/integrated-financial-solutions-pllc-mesa-az-291326.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 221,
      "fewer_than_5": false,
      "raum": 32918020.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 68,
      "fewer_than_5": false,
      "raum": 52128992.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/291326",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}