Integrated Financial Solutions
IFS is a fee-only, fiduciary Registered Investment Advisor in Tempe, Arizona, providing 401(k) retirement plan advisory for corporate plan sponsors and wealth management services for individuals, business owners, and families across Arizona and nationwide.
- Company typePrivate
- Founded2008
- HeadquartersAzusa, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Integrated Financial Solutions does
Integrated Financial Solutions, PLLC (IFS) is a fee-only, fiduciary Registered Investment Advisor founded in 2008 by Joseph A. Weber and headquartered in Tempe, Arizona, operating with a small team of 1-10 employees. The firm delivers two primary service lines: corporate 401(k) retirement plan advisory (fiduciary services, vendor benchmarking, investment due diligence, compliance reviews, fee transparency, and participant communication/enrollment) and individual wealth management (financial planning, investment management, tax planning, and estate planning). IFS also operates the ASBA 401k Retirement Solution, a co-branded small-business program delivered with the Arizona Small Business Association, Voya Financial as recordkeeper, and RkG as 3(16) plan administrator.
IFS generates revenue through a subscription-based fee-only compensation model with annual billing and full fee transparency, taking no commissions or hidden charges from investment or insurance products. Its customer base spans corporate retirement plan sponsors, business owners and executives, individuals and families, and small businesses reached through the ASBA channel, with over 50 retirement plans and $400M+ in assets under advisement per PLANADVISER Top Retirement Plan Advisers criteria. The go-to-market combines direct enterprise field sales to plan committees and HR/CFO stakeholders with a structured SMB channel partnership and content marketing through its 401(K)onnections blog, LinkedIn, and Twitter presence.
The firm runs on industry-standard third-party platforms, including Schwab Institutional, BlueLeaf, and RightCapital for portfolio management and reporting, and connects with more than a dozen retirement plan recordkeepers (ADP, Principal, Empower, Vanguard, Voya, Nationwide, Lincoln, Transamerica, John Hancock, American Funds, Ascensus, Paychex). IFS has earned consecutive PLANADVISER Top Retirement Plan Advisers recognition from 2023 through 2025, and founder Joe Weber was previously recognized as a Financial Times Top 401 Retirement Advisor in 2016 and NAPA Top Advisors Under 40 nominee in 2022.
Integrated Financial Solutions firmographics
Firmographics- Name
- Integrated Financial Solutions
- Legal name
- Integrated Financial Solutions, PLLC
- Website
- https://myifs.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- IFS is a fee-only, fiduciary Registered Investment Advisor in Tempe, Arizona, providing 401(k) retirement plan advisory for corporate plan sponsors and wealth management services for individuals, business owners, and families across Arizona and nationwide.
- Ownership category
- akta.pro rank
Integrated Financial Solutions industry classification
Industry- Product category
- Retirement Plan Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Fee-Only Advisory (FSAEAAAL), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where Integrated Financial Solutions is headquartered
LocationHeadquarters
- HQ city
- Azusa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Integrated Financial Solutions business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Fee-only financial planning firm providing unbiased, comprehensive investment advisory services as a Registered Investment Advisor (RIA). They act as a fiduciary for clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-Only Advisory Model |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Integrated Financial Solutions product offering
Product offeringCore offering
IFS is a fee-only, fiduciary Registered Investment Advisor providing corporate 401(k) retirement plan advisory services (plan design, fiduciary services, vendor benchmarking, investment due diligence, compliance reviews, fee transparency, participant enrollment) and individual/family wealth management services (financial planning, investment management, retirement income planning). The firm also delivers the co-branded ASBA 401k Retirement Solution to Arizona small businesses in partnership with Voya Financial (recordkeeper) and RkG (3(16) administrator/TPA).
Product overview
Integrated Financial Solutions (IFS) is a fee-only, fiduciary financial advisory firm that operates as a unified wealth management and retirement plan advisory practice. The company offers two primary service lines: (1) Corporate Retirement Plan Services centered around 401(k) advisory, including fiduciary services, vendor benchmarking, investment due diligence, compliance reviews, participant communication, and fee transparency; and (2) Individual Wealth Management services for personal financial planning. IFS also delivers a specialized ASBA 401k Retirement Solution through partnerships with Voya Financial and RkG. The firm's product architecture is human-advisor driven rather than technology-platform based, providing personalized retirement planning and wealth management services to businesses and individuals in Arizona and nationally.
Differentiator
Problem solved
Functional benefit
Products and services
- 401(k) Retirement Plan Services Comprehensive 401(k) retirement plan advisory services for corporate plan sponsors, including fiduciary services, vendor benchmarking, investment due diligence, compliance reviews, fee transparency, and participant communication/enrollment. Designed for business owners, executives, HR teams, and plan committees.
- Business Owners & Executive Services
Quantifiable outcome
- $100,000 potential annual savings identified through plan benchmarking and optimization
Companies that use Integrated Financial Solutions
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles3 records
Integrated Financial Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Integrated Financial Solutions partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Voya FinancialcoreVoya Financial serves as the recordkeeper for the ASBA 401k Retirement Solution, providing administrative infrastructure for small business retirement plans offered through the Arizona Small Business Association partnership. IFS works with Voya to deliver a simplified, one-stop retirement plan solution.
- RkGcoreRkG serves as the 3(16) Plan Administrator and Third-Party Administrator (TPA) for the ASBA 401k Retirement Solution, handling plan administration tasks and helping to mitigate fiduciary burdens for small business employers.
- Arizona Small Business Association (ASBA)coreASBA partners with IFS and Voya Financial to offer a specialized 401k retirement solution exclusively for ASBA members. ASBA CEO Steve Kaiser expressed pride in offering this program to members, providing Arizona small businesses access to a retirement plan option built for employers of any size.
- NAPFAminorIFS is affiliated with the National Association of Personal Financial Advisors (NAPFA), demonstrating commitment to fee-only, fiduciary financial advice.
- XY Planning NetworkminorIFS is affiliated with the XY Planning Network, a network of fee-only financial advisors serving Generation X and Y clients.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
Integrated Financial Solutions competitors and assessment
Company assessmentBroad incumbents
- Foster Group: Fee-only RIA providing retirement plan advisory and personal wealth management. Mirrors IFS's dual service-line model and fee-only fiduciary positioning with similar client types (business owners, executives).
- Modera Wealth Management: Fee-only fiduciary RIA offering retirement plan advisory alongside personal financial planning for individuals and business owners. Comparable in scope and fee-only model to IFS, though larger and more geographically diversified.
- Buckingham Strategic Wealth: Large fee-only wealth management firm offering retirement plan advisory and personal financial planning. Comparable fee-only fiduciary model to IFS but with national footprint and significantly higher AUA.
- Brighton Jones: Fee-only RIA serving high-net-worth individuals and business owners with wealth management and retirement plan advisory. Closely comparable to IFS's combined retirement + personal wealth offering, but at substantially greater scale.
- Creative Planning: Large national fee-only RIA offering both personal wealth management and corporate retirement plan services. Competes with IFS across both service lines but operates at substantially greater scale with proprietary technology and broader geographic coverage.
Direct peers
- NFP Retirement: Specialty retirement plan advisory arm of NFP, providing fiduciary, investment, and consulting services to plan sponsors. A scaled direct competitor in the same 401(k) advisory niche IFS operates in.
- CAPTRUST: One of the largest independent retirement plan and investment advisory firms in the U.S., specializing in 401(k) plan advisory for plan sponsors. Directly comparable to IFS in service mix (fiduciary 3(21)/3(38) services, vendor benchmarking, participant education) but vastly larger in AUA and headcount.
- SageView Advisory Group: National retirement plan advisory firm focused on 401(k), 403(b), and defined benefit plans with fiduciary consulting, investment due diligence, and participant services. Highly comparable to IFS's core corporate retirement practice, though at significantly greater scale.
- Cammack Retirement Group: Independent retirement plan consulting firm serving plan sponsors with fiduciary advisory, investment oversight, and participant services. Directly analogous to IFS's retirement plan advisory offering with a similar fee-only fiduciary orientation.
- OneDigital: Major U.S. retirement plan advisory and benefits consulting firm (formed via roll-up of OneSource Retirement and others). Competes directly with IFS for corporate plan sponsors and offers the same fiduciary 3(16)/3(21)/3(38) services at national scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Integrated Financial Solutions social profiles
Digital presenceIntegrated Financial Solutions compliance and trust
Trust signalCompliance7 records
Integrated Financial Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Integrated Financial Solutions leadership team
Management profileNumber of profiles
Profiles3 records
Integrated Financial Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Integrated Financial Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Integrated Financial Solutions
What does Integrated Financial Solutions do?
IFS is a fee-only, fiduciary Registered Investment Advisor providing corporate 401(k) retirement plan advisory services (plan design, fiduciary services, vendor benchmarking, investment due diligence, compliance reviews, fee transparency, participant enrollment) and individual/family wealth management services (financial planning, investment management, retirement income planning). The firm also delivers the co-branded ASBA 401k Retirement Solution to Arizona small businesses in partnership with Voya Financial (recordkeeper) and RkG (3(16) administrator/TPA).
Is Integrated Financial Solutions a public or private company?
Integrated Financial Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Integrated Financial Solutions founded?
Integrated Financial Solutions was founded in 2008. It employs 1 to 10 people.
Where is Integrated Financial Solutions based?
Integrated Financial Solutions is headquartered in Azusa, United States, in the North America region.
How does Integrated Financial Solutions make money?
One revenue line is on record: investment Advisory Services.
Who are Integrated Financial Solutions's main competitors?
Broad incumbents on record are Foster Group, Modera Wealth Management, Buckingham Strategic Wealth, Brighton Jones and Creative Planning. Direct peers are NFP Retirement, CAPTRUST, SageView Advisory Group, Cammack Retirement Group and OneDigital.
Does Integrated Financial Solutions have an API?
No public API is recorded for Integrated Financial Solutions.
What industry is Integrated Financial Solutions in?
Integrated Financial Solutions's product category is Retirement Plan Advisory Services. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.