Integrity Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to 1.70% annually
Commission-based compensation applies only to affiliated insurance sales, not investment advisory fees.
Fee-only: Integrity is a fee-only investment management firm, charging fees based on assets under management.
Main office
144 44th Street SW, Suite #2
Grand Rapids MI 49548
Advisors at this office
3
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)