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Integrity Investment Advisors, LLC

Updated today

Client AUM

$63,139,184

Clients

170

Advisors

5

across 2 offices

About

Integrity Investment Advisors, LLC advises individuals, families, trusts, non‑profits, pension plans, and businesses, serving both high‑net‑worth and non‑HNW clients. The firm provides in‑house financial planning and portfolio management on both discretionary and non‑discretionary bases and manages about $67 million across roughly 170 client relationships with a four‑advisor team.

As a fiduciary, the firm develops asset‑allocation guidelines from information gathered during its planning process and seeks diversified, low‑cost, tax‑aware, long‑term exposure using a mix of fundamental and technical analysis. Accounts are monitored on an ongoing basis with formal annual reviews and the firm sometimes involves multiple generations in planning; it may also recommend third‑party managers or convert mutual fund share classes to lower‑cost classes when appropriate.

Compared with many peers, the firm’s principals have operating ties to related accounting/tax and third‑party retirement administration activities, and certain advisors are registered representatives of a broker‑dealer and hold insurance licenses. These relationships give the firm access to commissionable securities, annuity platforms, and plan‑administration services and are disclosed in the brochure as potential sources of additional compensation and conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Multi-generational wealth transfer

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Fee options

Fixed

Financial planning fixed fees generally range from $2,000 to $10,000 per year; fixed asset management fees may also be arranged in special circumstances

Percentage

1.00% per annum

Commissions

Customary commissions for sales of various securities by some professionals registered as representatives of LPL Financial, LLC

Project-based

Up to $350 per hour for financial planning services in limited circumstances

Main office

See office

500 E Main Street

Lansdale PA 19446

Advisors at this office

4

Most active in

Missouri · New Jersey · Pennsylvania

Also doing business as

Comprehensive Advisors, LLC · Integrity Investment Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Advisors at this firm

user avatar

Ira F

Lansdale, PA

Integrity Investment Advisors, LLC

Ira Feldman is a financial advisor with Integrity Investment Advisors, LLC, holding eight years of industry experience. He is also a partner in the accounting practice Bush Tecosky Goodman Feldman, LLC, where he has been involved since 1990. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm uses a fiduciary approach focusing on diversified, low-cost, tax-aware, long-term investment strategies and integrates financial planning with portfolio management.

Multi-generational wealth transfer
user avatar

Mark Z

Series 66

Lansdale, PA

Integrity Investment Advisors, LLC

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of financial advising, he serves as president of a cellular telephone business and participates in several other ventures, including retail clothing sales and tax and accounting services. Integrity Investment Advisors, LLC serves individuals, families, trusts, non-profits, pension plans, and businesses, managing approximately $67 million across about 170 client relationships. The firm offers financial planning and portfolio management using a fiduciary approach focused on diversified, low-cost, tax-aware investments and incorporates accounting, tax, and retirement administration services into its client solutions.

Multi-generational wealth transfer
user avatar

Christopher C

Series 63, Series 65

Glen Carbon, IL

Integrity Investment Advisors, LLC

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

Multi-generational wealth transfer
user avatar

Daniel C

Series 65

Lansdale, PA

Integrity Investment Advisors, LLC

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Multi-generational wealth transfer
user avatar

John H

CFP®, Series 63, Series 65

Lansdale, PA

Integrity Investment Advisors, LLC

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

Multi-generational wealth transfer
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