Integrity First Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado
Disclosures
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Business activities & affiliations
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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