A complete list of active advisors currently associated with Integrity Advisory Partners LLC

Warmer can help you find a great advisor at Integrity Advisory Partners LLC or one who fits your needs even better.

Integrity Advisory Partners is a small SEC‑registered investment adviser that provides ongoing investment management and separate financial planning and consulting primarily to individual and high‑net‑worth clients. The firm manages roughly $46 million for about 40 clients and generally requires a $1,000,000 minimum for investment management engagements, with exceptions allowed. Integrity develops client‑specific investment policy statements and employs fundamental analysis, charting and a mix of long‑ and short‑term strategies (including options) to implement portfolios, with accounts available on either a discretionary or non‑discretionary basis. Notably, the brochure reports that the majority of assets are managed non‑discretionarily (approximately $37,038,729 non‑discretionary versus $9,069,214 discretionary), and accounts are reviewed at least monthly. A partner in the firm is a Certified Public Accountant and the brochure discloses that accounting‑related advice may be offered alongside advisory services, a relationship the firm identifies as a potential conflict of interest. The firm also discloses several operational features that distinguish it from peers: it does not offer wrap programs or performance‑based fees, it recommends Schwab Advisor Services as custodian (and receives related custodial benefits), and it leaves proxy voting to clients.

To learn more about the advisors currently working at Integrity Advisory Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.