Willis Ashby is a CFP-designated registered investment advisor at Integra Financial, INC., based in Greenwood Village, CO, with 27 years of industry experience. Willis 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integra Financial offers investment management services through a wrap fee program. The fees for this program are not explicitly stated in this brochure.
Location
5105 Dtc Parkway, Suite 316, Greenwood Village, CO, 80111
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Regulatory History
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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Willis serves as a trustee for kids' accounts and is a partner in a family cooperative partnership. These activities are not investment-related.
Employment History
Current Registrations
Integra Financial, INC.
Previous Registrations
Walnut Street Advisers INC
Integra Financial, INC.
State Registrations3 states
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.