KF
CFP
KF
CFP

Keith Fevurly

20 Years of Experience
Greenwood Village, CO

Keith Fevurly is a CFP-designated registered investment advisor at Integra Financial, INC., based in Greenwood Village, CO, with 20 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
114 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$123.4M

Fee Structure

Minimum Investment:$10K

Integra Financial offers investment management services through a wrap fee program. The fees for this program are not explicitly stated in this brochure.

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Location

5105 Dtc Parkway Suite 316, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Integra Financial, INC.
May 2013 - Present · 12 yrs 11 mos
Previous Registrations
Walnut Street Securities, INC.
January 2006 - January 2011 · 5 yrs
Walnut Street Advisers INC
March 2003 - November 2006 · 3 yrs 8 mos
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Keith Fevurly - Financial Advisor | TrueAdvisor