Integrity First Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,723,605
Clients
14
57% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$1,051,686
About
Integrity First serves individual and high-net-worth clients with discretionary investment management and comprehensive financial planning, including tax preparation and related advisory services. The firm reports managing roughly $14.7 million across 14 client relationships and provides ongoing portfolio supervision and implementation.
Portfolios are constructed using low-cost, diversified mutual funds and ETFs, individual stocks and bonds, and may include REIT exposure; the approach is primarily long-term while allowing tactical reallocation for rebalancing, tax harvesting, or meeting client cash needs. The adviser uses fundamental analysis and continuous personal client contact, and acts as a fiduciary — including taking on ERISA fiduciary responsibilities when recommending rollovers.
What is distinctive is the firm’s combination of CFP certification with a retired CPA background and an expressed capability to provide tax preparation as part of its planning services, an arrangement that is uncommon among independent advisory firms. That accounting expertise, along with prior senior financial experience described in the brochure, informs its practice of coordinating with external accountants or attorneys and of retaining legacy positions for portfolio fit or tax considerations.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 0.50% annually $1,000,001 - $2,000,000: 0.40% annually $2,000,001+: 0.30% annually
$175 per hour for stand-alone financial planning services; fees may be negotiable.
Account minimum: No minimum relationship size generally imposed; however, there is a minimum annual fee of $3,000 for investment management services. Minimum fee: $3,000 minimum annual fee for investment management services. Fee-only: Investment management fees and hourly fees for financial planning; no commissions received.
Main office location
Integrity First Financial Planning LLC
Colorado Springs CO, United States
Number of offices
1
Most active in
Integrity First Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, 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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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
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