Integrity Financial Strategies
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About
Integrity Financial Strategies serves individual investors, high‑net‑worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning covering retirement, cash‑flow, tax considerations, estate planning, and risk management. The firm manages roughly $24 million across about 55 client relationships and offers both ongoing investment management and standalone planning engagements.
The firm builds customized portfolios using a strategic and tactical asset allocation framework grounded in Modern Portfolio Theory, blending passive and active funds, ETFs, and occasional alternative investments where appropriate, and conducts quarterly account reviews. It manages most accounts on a discretionary basis, provides held‑away account oversight for assets not custodied with the firm, and delivers written financial plans to planning clients.
Noteworthy distinctions include an affiliated divorce financial consulting and mediation practice operated by the firm’s principals that occupies a substantial portion of their time, and a program of educational seminars and workshops on topics such as retirement, college savings, risk management, and divorce‑related financial issues offered at cost with modest per‑participant fees. The brochure discloses the potential conflict from cross‑referrals between the advisory and divorce practices and describes fiduciary safeguards and separate billing when clients engage both services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour (financial planning services)
Main office
Palmetto FL
Advisors at this office
2
Most active in
Florida · Louisiana · Texas · Washington
Also doing business as
Integrity Financial Strategies · Integrity Financial Strategies LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
Advisors at this firm
Jacki F
CFP®, Series 65, Series 66
Palmetto, FL
Integrity Financial Strategies
Jacki Farrar is a CFP® with 13 years of experience in the financial services industry. She is currently with Integrity Financial Strategies and has previously worked at firms including Edward Jones, Facet Wealth, and InvestCloud. Farrar is also a Certified Divorce Financial Consultant and is involved with Integrity Divorce Solutions, providing divorce financial consulting and mediation. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory, blending passive and active investments, and offers both ongoing management and standalone planning services.
Stephanie F
Series 63, Series 66
Palmetto, FL
Integrity Financial Strategies
Stephanie Farrar is a financial advisor at Integrity Financial Strategies with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ten Capital Investment Advisors and Russell Investments. In addition to her advisory role, Farrar is a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes a strategic and tactical asset allocation approach combining passive and active investments and provides both ongoing management and standalone planning services.
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