Integrity Financial Advisors, LLC logo

Integrity Financial Advisors, LLC

Updated today

Client assets under management

$57,199,404

Clients

339

17% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

113

Very High

Average account size

$168,730

About

Integrity Financial Advisors, LLC provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, families, related entities, and small businesses. The firm charges advisory fees based on assets under management and delivers ongoing portfolio management and reporting through custodian relationships.

Integrity typically uses non‑affiliated platform providers and sub‑advisors to design and manage model portfolios while retaining responsibility for client relationships, monitoring objectives, and tailoring recommendations to each client’s goals. The firm conducts ongoing oversight and periodic reviews (with attempts at monthly account reviews and at least annual client meetings) and does not impose account minimums.

Integrity is affiliated with an insurance agency and its investment adviser representatives may be licensed to sell annuities and other insurance products; insurance sales generate commissions payable to the affiliated entity and the firm works with Advisors Excel as an IMO that provides bonus compensation and marketing support tied to annuity sales. The brochure discloses these arrangements and related conflicts of interest and notes policies and disclosures intended to mitigate them; the firm has also engaged a platform provider and, beginning Q3 2025, began sponsoring a wrap fee program that will consolidate advisory, execution, custody and reporting services and transition legacy accounts by 2026.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities

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Fee options

Percentage

Up to 1.70% annually

Commissions

Commission-based compensation applies only to affiliated insurance sales, not investment advisory fees.

Other

Fee-only: Integrity is a fee-only investment management firm, charging fees based on assets under management.

Main office location

Integrity Financial Advisors, LLC

144 44 Th Street Sw, Suite #2

Grand Rapids MI 49548, United States

Number of offices

2

Most active in

Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Devon A

Series 65

Grand Rapids, MI

Integrity Financial Advisors, LLC

Devon Albarez is a financial advisor at Integrity Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Menards for ten years. Albarez is also an insurance agent affiliated with Integrity Financial Group, LLC, where he is involved in business planning, client services, and accounting related to securities and advisory services. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm uses third-party platform providers and model portfolios to tailor asset allocations and plans to client objectives.

Annuities
user avatar

Melissa L

Series 63, Series 65

Grand Rapids, MI

Integrity Financial Advisors, LLC

Melissa Livasy is a financial advisor at Integrity Financial Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Integrity Financial Advisors since 2017. In addition to her advisory role, she serves as president and office manager of Integrity Financial Group, LLC, where she is involved in business planning, client services, and accounting. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm utilizes third-party platform providers and model managers for portfolio management and is transitioning to a wrap-program structure to deliver advisory services, trade execution, custody, and reporting under a single fee.

Annuities
user avatar

Daniel T

Series 65

Grand Rapids, MI

Integrity Financial Advisors, LLC

Daniel Thompson is a financial advisor at Integrity Financial Advisors, LLC in Grand Rapids, MI. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he spent over a decade working at Crossroads Bible Church. Integrity Financial Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, families, and small businesses. The firm utilizes third-party platform providers and model managers for day-to-day portfolio management and offers a wrap-program service combining advisory, trade execution, custody, and reporting under a single fee.

Annuities
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