Integrated Financial Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Integrated Financial Solutions reports 237 clients. They include 116 individual clients, 87 high-net-worth individuals, and 34 pension and profit-sharing plans. Of its assets, 100.0% ($303M across 338 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 49% | 16% |
| High-net-worth individuals | 37% | 79% |
| Pension and profit-sharing plans | 14% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 116 | $47.2M | 15.6% | $407K |
| High-net-worth individuals | 87 | $240M | 79.2% | $2.76M |
| Pension and profit-sharing plans | 34 | $15.9M | 5.3% | $469K |
| Total | 237 | $303M | 100% | $1.28M |
- Clients
- 116
- Regulatory AUM
- $47.2M
- AUM share
- 15.6%
- Avg. per client
- $407K
- Clients
- 87
- Regulatory AUM
- $240M
- AUM share
- 79.2%
- Avg. per client
- $2.76M
- Clients
- 34
- Regulatory AUM
- $15.9M
- AUM share
- 5.3%
- Avg. per client
- $469K
Total
- Clients
- 237
- Regulatory AUM
- $303M
- AUM share
- 100%
- Avg. per client
- $1.28M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Integrated Financial Solutions is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are charged as a fixed fee of $1,000 to $5,000 or hourly at $100 to $300 per hour, depending on the complexity of the client's circumstances; fees are negotiable.
Mehrdad Tafazoli owns 75% or more of Integrated Financial Solutions. The leadership team of Integrated Financial Solutions includes President Mehrdad Tafazoli. It has 1 employee.
Leadership
- Mehrdad TafazoliPresident/CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Mehrdad Michael Tafazoli
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Integrated Financial Solutions, Inc.
Mehrdad Tafazoli
Control person · since November 1997
Integrated Financial Solutions’ regulatory assets grew 2.4× from $128M (May 2021) to $303M (February 2026); clients rose from 209 to 237 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $303M | 237 | 1 | 1 |
| February 2025 | $227M | 245 | 1 | 1 |
| February 2024 | $169M | 146 | 1 | 1 |
| March 2023 | $129M | 250 | 1 | 1 |
| March 2022 | $155M | 236 | 1 | 1 |
| May 2021 | $128M | 209 | 1 | 1 |
Besides its headquarters, Integrated Financial Solutions has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 11872 Sunrise Valley Drive, Suite 200, RestonHQ
Contact and registration details
- Legal name
- Integrated Financial Solutions, Inc.
- Headquarters
- 11872 Sunrise Valley Drive, Suite 200, Reston, VA 20191
- Website
- Not reported
- Phone
- 703-295-9200
- SEC file
- 801-121153
- Founded
- 2001
- Structure
- Virginia corporation
- Fiscal year end
- December
Integrated Financial Solutions uses Pershing ($303M) as custodian for its separately managed accounts. Integrated Financial Solutions does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $303M100%
At year end, Integrated Financial Solutions’ separately managed accounts were largely in stocks (49%) and funds (49%). Its reported 13F holdings for the quarter ended 30 June 2026 total $185M across 36 positions; the largest are Apple Inc. (18.9%), Nvidia Corporation (18.8%) and Broadcom Inc. (15.7%).
What the accounts hold
- Stocks49%
- Funds49%
- Cash2%
Reported 13F holdings
- $185M
- Reported 13F value
- 36
- Positions
- 81.7%
- In the 10 largest
- +28.5%
- Value vs. prior quarter
- Apple Inc.18.9%
- Nvidia Corporation18.8%
- Broadcom Inc.15.7%
- Alphabet Inc. · Cap Stk CL A6.6%
- Advanced Micro Devices Inc.5.7%
- Astera Labs Inc.4.0%
- Amazon Com Inc.3.5%
- Applovin Corp. · Com CL A3.4%
- J P Morgan Exchange Traded F · Equity Premium2.6%
- GE Vernova Inc.2.3%
Together, the ten largest are 81.7% of reported value.
How many clients does Integrated Financial Solutions have?
Integrated Financial Solutions has 237 clients and manages $303 million for them, as of February 2026. They include 116 individual clients, 87 high-net-worth individuals, and 34 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Integrated Financial Solutions offer?
Integrated Financial Solutions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Integrated Financial Solutions use?
Integrated Financial Solutions’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $303M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 February 2026
How many financial advisors does Integrated Financial Solutions have?
Integrated Financial Solutions has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrated Financial Solutions invest in?
At the end of its last fiscal year, Integrated Financial Solutions’ separately managed accounts held 49% exchange-traded equities, 49% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrated Financial Solutions?
Integrated Financial Solutions’ direct owner is Mehrdad Tafazoli (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Integrated Financial Solutions get paid?
Integrated Financial Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Integrated Financial Solutions registered with the SEC?
Yes, Integrated Financial Solutions has been registered with the SEC as an investment adviser since 24 May 2021. Its CRD number is 112038 and its SEC file number is 801-121153.
Source: Form ADV Part 1A, Item 1, filed 9 February 2026; IAPD firm record
How do I contact Integrated Financial Solutions?
Integrated Financial Solutions’ main office is at 11872 Sunrise Valley Drive, Suite 200, Reston, VA 20191. Its phone number is 703-295-9200.