Fintegrity
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fintegrity provides discretionary and non‑discretionary investment management, comprehensive financial planning, and ongoing advisory services for high‑net‑worth individuals, families, trusts, business entities, and retirement plans. The firm operates as a fee‑only registered investment adviser and generally requires a $2 million minimum relationship, while also offering advisory‑only reviews of held‑away accounts.
The firm’s investment approach is grounded in fundamental analysis and behavioral finance, emphasizing long‑term holdings in individual stocks, bonds and cash equivalents, with ETFs or alternative investments used selectively for qualified clients; investment guidelines are documented in an Investment Policy Statement and portfolios are managed with tax‑aware rebalancing. Fintegrity manages separate accounts to enable customization, incorporation of legacy holdings, and opportunities for tax‑loss harvesting.
Noteworthy distinctions include claimed compliance with the Global Investment Performance Standards (GIPS) and independent verification by The Spaulding Group, and operational fee practices that differ by custodian: fees accrue daily and are billed quarterly, fees are calculated on gross market value (so margin balances are included), and advisory agreements signed after October 10, 2026 aggregate accounts by investment mandate rather than household—each of which can affect client fees and create potential conflicts of interest. The firm also discloses performance in advertising materials and offers a continuous planning option with a monthly retainer, practices that are less common among peers.
Client services
Expertise
Fee options
Financial planning fees start at a minimum of $10,000 for comprehensive plans; fees above minimum negotiated based on scope and complexity.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Ongoing financial planning fees are negotiable and billed quarterly in arrears under a monthly retainer arrangement.
Account minimum: $2,000,000 Fee-only: Fee-only adviser; does not receive commissions or other fees.
Main office
Tenafly NJ
Advisors at this office
1
Most active in
New Jersey · New York · Texas
Also doing business as
Fintegrity · Fintegrity LLC · Fintegrity, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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