Integrative Financial Advisors LLC

Integrative Financial Advisors LLC (CRD# 148164) is a financial advisory firm headquartered in Framingham, MA. They manage $13,504,300 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $150,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Integrative Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Chan
CRD#: 4693414
Framingham, MA
96
Wealthminder
score

Andrew Chan (CRD# 4693414) is an Investment Advisor Representative working at Integrative Financial Advisors LLC in Framingham, MA and has over 13 years of experience in the finance industry. Andrew Chan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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