Integrity Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high‑net‑worth clients, preparing individualized Investment Policy Statements and ongoing monitoring. The firm reports roughly $64 million in discretionary assets under management across three advisors and about 130 client relationships.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading orientation, with a primary emphasis on ETFs and diversified asset allocations tailored to documented risk tolerance. Integrity Wealth Advisors routinely seeks discretionary authority to implement model allocations and may allocate client assets to a SEI sub‑advised program for model implementation.
What distinguishes the firm from many peers is its industry affiliations and operational arrangements disclosed in the ADV: several supervised persons are registered representatives of a broker‑dealer (Securities America) and are licensed insurance agents, allowing offer of commissionable securities and insurance products and creating disclosed conflicts of interest. The adviser also requires clients to use SEI Private Trust, participates in the SEI platform (including receipt of platform and research benefits), and does not aggregate block trades across multiple client accounts—features that are less common among supported firms.
Client services
Expertise
Fee options
$0 - $250,000: 0.75% annually (Bronze Model) plus monthly financial planning fee $250,000 - $1,500,000: 1.00% annually $1,500,000 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually
Registered representatives of affiliated broker-dealer accept compensation for sale of securities and insurance products; commissions are not primary source of IWALLC's compensation
Fee-only: Fixed financial planning fees between $2,000 to $6,000 for initial financial planning; Monthly financial planning fee of $300 for individuals and $500 for families (Bronze Model clients only)
Main office
52511 Gumwood Rd
Granger IN 46530
Advisors at this office
3
Most active in
Florida · Indiana · Michigan
Also doing business as
Integrity Wealth Advisors · Integrity Wealth 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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
William V
Series 66
Granger, IN
Integrity Wealth Advisors
William Vail is a financial advisor with Integrity Wealth Advisors in Granger, Indiana, holding a Series 66 designation and seven years of industry experience. He has worked at Integrity Wealth Advisors since 2022 and has also been affiliated with Securities America since 2019. Vail has additional experience outside finance working for Millers Alehouse from 2009 to 2022. Integrity Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a long-term, modern portfolio theory-based approach emphasizing ETFs and diversified asset allocations aligned with client risk tolerance.
William V
Series 63
Granger, IN
Integrity Wealth Advisors
William Vail is a financial advisor at Integrity Wealth Advisors with 30 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Securities America. Outside of his advisory role, he serves as a member of the Kiwanis Club of South Bend and is a board member of the St. Joseph River Valley Flyfishers, a nonprofit focused on conservation and flyfishing advocacy. Integrity Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, modern portfolio theory-based approach emphasizing ETFs and diversified asset allocations tailored to risk tolerance.
Nicholas V
CFP®, Series 66
Granger, IN
Integrity Wealth Advisors
Nicholas Vail is a Certified Financial Planner (CFP®) with over 14 years of experience in the financial services industry. He is currently affiliated with Integrity Wealth Advisors and has worked with Securities America since 2013. Outside of his advisory role, he is an owner of Fast Dance LLC, a business unrelated to his financial work. Integrity Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a modern portfolio theory approach and offers tailored investment plans, often incorporating ETF-based allocations and third-party sub-advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)