Integrity Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals — including high‑net‑worth clients — and business entities, providing discretionary portfolio management, financial planning, and access to wrap and platform-based investment solutions. It offers guidance across a broad set of investments, including equities, mutual funds and ETFs, variable annuities, REITs, real estate, and private pooled investments.
The firm generally manages client accounts on a discretionary basis and tailors portfolios to stated objectives and risk tolerance, often implementing third‑party model portfolios and sub‑advisers or recommending third‑party money managers. Its approach draws on multiple methods (fundamental, technical/charting, cyclical, ESG, and modern portfolio theory), relies on custodial cash‑sweep money‑market options, and monitors TPMMs with authority to hire or replace them without prior client approval.
Noteworthy features for a firm of this size include a small advisory team managing roughly $33 million in discretionary assets while requiring use of an institutional platform (AssetMark) and directed brokerage, and participating in AssetMark’s platform allowances and business‑development programs. Advisors are also licensed insurance agents and may receive insurance commissions and referral fees for private investments; these potential conflicts and any referral compensation are disclosed and, when applicable, offset against advisory fees.
Client services
Expertise
Fee options
1% annually
Commissions earned on insurance products; separate and distinct from advisory fees
Main office
See office5748 Boat Club Road
Fort Worth TX 76179
Advisors at this office
2
Offices (2)
Most active in
Idaho · Texas
Also doing business as
Coiner Enterprises, LLC · Integrity Financial Group
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
Advisors at this firm
Jarrod W
Series 63, Series 65
Fort Worth, TX
Integrity Financial Group
Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. His previous roles include positions at OneAmerica Securities, American United Life, and Northwestern Mutual in various capacities from 2007 through 2022. He is also licensed as an insurance agent for non-variable insurance sales in Texas. Integrity Financial Group advises individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to a range of investment solutions. The firm customizes portfolios based on client objectives and risk tolerance, often employing third-party models and multiple investment methodologies.
Eric M
CFP®, Series 63, Series 65
Fort Worth, TX
Integrity Financial Group
Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.
Ryan C
Series 63, Series 66
Idaho Falls, ID
Integrity Financial Group
Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at American United Life and OneAmerica Securities. Outside of advising, he owns and operates Coiner Land & Livestock, LLC, an agriculture and livestock business, as well as a motel in Chama, NM. Integrity Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to various investment solutions. The firm employs a multi-method investment approach and manages approximately $33 million in discretionary assets through a small advisory team.
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