Integrity Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Advisors is a small, state-registered independent advisory firm that primarily serves individual clients, including high-net-worth individuals, through portfolio management and financial planning. It offers advisor-managed accounts, two in‑house model strategies focused on growth and income, and standalone financial planning and consulting on either a fixed, hourly, or AUM basis.
The firm combines fundamental, technical (charting and cyclical) and asset-allocation analysis and uses both long‑ and short‑term strategies; option strategies (including covered calls) are described as available when appropriate. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least monthly, and advisory fees are billed as a percentage of assets and typically deducted from client accounts via the custodian.
Notable differences from many peers include the firm’s structure as a CPA professional practice that also offers tax preparation/consulting and is licensed to offer life insurance and fixed annuities, reflecting an integrated tax, insurance and investment service mix. The brochure also discloses that the firm works with self‑directed employer plan accounts and acts as a fiduciary for ERISA/IRA clients, and that it has discontinued commission‑based trading despite historical broker‑dealer affiliations.
Client services
Expertise
Fee options
Fixed fees ranging from $100 to $5,000 for financial planning and consulting services
$25,000 - $250,000: 2.0% annually (0.50% per quarter) $250,000 - $500,000: 1.5% annually (0.375% per quarter) $500,000 - $1,000,000: 1.0% annually (0.25% per quarter) $1,000,000+: Negotiable
Up to $250 per hour for financial planning and consulting services
Account minimum: $25,000 Fee-only: Financial planning and consulting fees up to $250/hour; fixed fees from $100 to $5,000; may be offset if client uses asset management services
Main office
6800 Gulfport Blvd. South, Suite 201 137
St. Petersburg FL 33707
Advisors at this office
1
Most active in
Florida
Also doing business as
C&V Financial Consultants, LLC · Integrity Advisors · Raymond P. Virgilio, Cpa · Raymond P. Virgilio, Cpa, P.A. · Raymond P. Virgilio, Cpa, Pa · Virgilio, Raymond P.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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