A complete list of active advisors currently associated with Integrity Financial Planning, LLC

Warmer can help you find a great advisor at Integrity Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Integrity Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.