Integritas Wealth Strategies, LLC
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About
Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, offering discretionary portfolio management alongside project-based and ongoing comprehensive financial planning. The firm also provides business-planning support, estate-plan coordination through third-party providers, and seasonal tax-preparation services as part of its client offerings.
The firm implements tailored asset-allocation strategies and monitors portfolios on an ongoing basis, employing a mix of fundamental, technical and cyclical analysis and using both long- and short-term trading tools, including options and specialized instruments where appropriate. Accounts are managed on a discretionary basis with custodial relationships recommended to support trade execution and reporting; the firm discloses limited custody for fee billing purposes and periodic rebalancing as client circumstances change.
Notable distinctions include its small, recently established advisory practice structure (four advisors with a modest asset base and a limited client roster) combined with a principal who holds CFP®, EA and other industry credentials and performs tax-preparation work as an affiliated service. The firm discloses atypical compensation arrangements for certain investment adviser representatives—including one-time incentive payments and a revenue-sharing split with an independent contractor—does not currently use sub-advisors, and will advise on a broad set of asset types ranging from private investments to digital assets.
Client services
Expertise
Demographic focus
Fee options
$0 - $750,000: 1.25% $750,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Hourly financial planning fee of $350 per hour, negotiable
Ongoing comprehensive financial planning fees paid quarterly, semi-annually or monthly; fees negotiable based on scope
Minimum fee: Minimum annual relationship fee of $7,500, negotiable Fee-only: One-time comprehensive financial plan fee of $7,500; other project-based engagements starting at $350+
Main office
677 King St, 3rd Floor
Charleston SC 29403
Advisors at this office
4
Most active in
Georgia · South Carolina · Texas
Also doing business as
Integritas Wealth Strategies, LLC · Mcgee Capital Management
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
Advisors at this firm
Daniel H
Verified by Warmer
Series 66, CFP®, EA
Charleston, SC
Integritas Wealth Strategies, LLC
Daniel Heidel is the founder and lead financial planner at Integritas Wealth Strategies, LLC with three years of industry experience. He holds a Series 66 designation, CFP® designation, CKA® designation, is an Enrolled Agent, and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management, tax preparation + planning, and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm seeks to be the best in the region and is constantly evolving to meet client needs in house. Daniel Heidel has recently expanded the firm to include opportunities for clients to have estate documents written through Trust&Will and with lending solutions through Flourish lending.
Joseph R
Series 65
Charleston, SC
Integritas Wealth Strategies, LLC
Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles outside the financial services sector, such as landscaping and educational positions. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management, comprehensive financial planning, business-planning support, estate-plan coordination, and seasonal tax-preparation services. The firm uses tailored asset-allocation strategies involving fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a range of trading tools.
Christopher L
Series 65
Charleston, SC
Integritas Wealth Strategies, LLC
Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has worked at FIS Global since 2014. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his advisory business. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning, including business-planning support and estate-plan coordination. The firm employs tailored asset-allocation strategies using a mix of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis.
Matthew M
Series 66
Charleston, SC
Integritas Wealth Strategies, LLC
Matthew McGee is a financial advisor at Integritas Wealth Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Fidelity Investments, and Edward Jones. McGee has experience in both the public and private sectors, including roles with the South Carolina Senate and the South Carolina Trucking Association. Integritas Wealth Strategies serves individual and high-net-worth clients as well as trusts, providing discretionary portfolio management and comprehensive financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor asset-allocation strategies and manages accounts on a discretionary basis.
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