Fort Worth, TX Office
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Integrity Financial Group
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Firm-wide stats for Integrity Financial Group
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.
Based on Integrity Financial Group
Location
5748 Boat Club Road
Fort Worth TX 76179
Advisors at this office
2
Advisors at this office
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.
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