Integrity Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,823,438
Clients
10
Advisors
2
of 2 employees
About
Integrity Financial Planning, LLC provides discretionary investment management, financial planning, and consulting primarily for individual and high-net-worth clients, and also serves corporate and retirement-plan clients. Services include ongoing portfolio management, standalone financial plans, participant account management for held-away accounts, and hourly general consulting.
The firm employs a five-step process to construct personalized, ultra-low-cost "personal index" portfolios composed of individual stocks and ETFs, and emphasizes active tax and cost management while allowing clients to incorporate social values and faith-based preferences. Its investment analysis draws on a mix of charting, technical, fundamental and cyclical methods and the firm may implement option overlay strategies and a wide range of securities, including derivatives and structured products, where appropriate.
Compared with many supported firms, Integrity operates with a very small client roster relative to assets under management and advisors, and relies on a Smartleaf sub-advisory arrangement and third‑party platforms to implement and manage portfolios — including held‑away participant accounts. The firm also limits complimentary financial planning to clients above a stated AUM threshold (with additional planning billed hourly beyond a capped allocation), and its management team includes a CFA charterholder, which informs its compliance and investment oversight.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $10,000,000: 0.85% annually $10,000,001+: negotiable
Up to $500 per hour for financial planning if assets under $500,000, with a 2-hour minimum
Account minimum: $500,000
Main office
23501 Cinco Ranch Blvd, Ste H120-172
Katy TX 77494, United States
Offices (1)
Most active in
Louisiana · Texas
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
Quick links
Advisors at this firm
Michael S
CFA®, Series 63, Series 65, Series 66
Houston, TX
Integrity Financial Planning, LLC
Michael Smurl is a CFA charterholder and financial advisor with 18 years of industry experience. He has worked at firms including Consilium Wealth Consulting, The Ayco Company, and City National Rochdale before joining Integrity Financial Planning, LLC in 2020. Outside of his advisory role, he provides WealthTech consulting through an affiliation with F2 Strategy and works as a specialist with Apple Inc. Integrity Financial Planning, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients, with additional services for corporate and retirement-plan clients. The firm uses a five-step process to create personalized, low-cost portfolios that incorporate tax management and client preferences, supported by a combination of technical and fundamental investment analysis.
Edmund L
Series 63, Series 65
Houston, TX
Integrity Financial Planning, LLC
Edmund Lesage Jr. is a financial advisor at Integrity Financial Planning, LLC in Houston, TX, holding Series 63 and Series 65 credentials with 24 years of industry experience. His prior roles include positions at Logical Investments, LLC and Next Financial Group, Inc. He is also an officer and director of the Edmund and Brenda Lesage Family Foundation, a small private nonprofit organization. Integrity Financial Planning provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, emphasizing personalized, ultra-low-cost portfolios with active tax and cost management. The firm incorporates a range of analytical methods and may use option overlay strategies, serving a small client roster with support from third-party platforms and sub-advisory services.
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