# Integrated Financial Strategies, LLC

> Integrated Financial Strategies, LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 165007
- Filed as: INTEGRATED FINANCIAL STRATEGIES, LLC
- Also doing business as: MILLER FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165007
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-financial-strategies-llc-fort-lauderdale-fl-165007

## Quick answers

**How is Integrated Financial Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Financial Strategies, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Integrated Financial Strategies, LLC charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Flat fee: $250 (comprehensive review of your current brokerage and…); Hourly rate: $199 an hour (comprehensive financial planning services in addition to our…); Flat fee: $750 to $5,000 (Retirement Income Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrated Financial Strategies, LLC located?**
Integrated Financial Strategies, LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Integrated Financial Strategies, LLC registered with the SEC or a state?**
Integrated Financial Strategies, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 165007.

**How much does Integrated Financial Strategies, LLC manage?**
Integrated Financial Strategies, LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 28, 2026.

**How have Integrated Financial Strategies, LLC's assets and staff changed since 2021?**
In the Form ADV data for Integrated Financial Strategies, LLC: Regulatory assets under management: $245,000,000 in the October 2021 data and $0 in the October 2026 data, down 100%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Integrated Financial Strategies, LLC report any disciplinary disclosures?**
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/165007

**What changed in Integrated Financial Strategies, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 5 to 0. Regulatory assets under management went from $322,000,000 to $0 (-100%). Added an office in Charlotte, NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Flat fee: $250 (comprehensive review of your current brokerage and…)

> There is a one time upfront fee of $250.00 for a comprehensive review of your current brokerage and retirement accounts that are not being managed by our firm on a continuous basis.

- Hourly rate: $199 an hour (comprehensive financial planning services in addition to our…)

> Clients who desire comprehensive financial planning services in addition to our web-based consulting will be charge an hourly fee of $199.00 for these services which are outside the scope of the services listed above

- Flat fee: $750 to $5,000 (Retirement Income Planning)

> We charge a fixed fee for Retirement Income Planning which generally ranges from $750 to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT, FL, GA, LA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Charlotte, NC
- Concord, NC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $245,000,000 | 5 | August 20, 2021 |
| October 2022 | $267,000,000 | 6 | September 8, 2022 |
| October 2023 | $292,000,000 | 6 | January 26, 2023 |
| October 2024 | $397,652,000 | 6 | May 8, 2024 |
| October 2025 | $455,000,000 | 6 | May 2, 2025 |
| October 2026 | $0 | 5 | August 28, 2026 |

Regulatory assets under management: $245,000,000 in the October 2021 data and $0 in the October 2026 data, down 100%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 5 to 0.
- Regulatory assets under management went from $322,000,000 to $0 (-100%).
- Added an office in Charlotte, NC.

### April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $455,000,000 to $322,000,000 (-29%).
- No longer lists an office in Matthews, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Financial Strategies, LLC (CRD 165007): Form ADV filing data as of October 2026.