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Integrity Wealth Advisors, LLC

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Client assets under management

$256,509,617

Clients

818

22% high-net-worth

Advisors

4

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

205

Very High

Average account size

$313,581

About

Integrity Wealth Advisors serves individuals, high-net-worth individuals, trusts, estates and employer retirement plans, offering asset management, comprehensive portfolio management, financial planning and retirement plan consulting, as well as estate-planning services. Portfolios may include individual stocks, bonds, ETFs, mutual funds and alternative exposures such as structured products, cryptocurrency-related products and options, and the firm provides participant education as part of its retirement-plan services.

The firm operates as a fiduciary and emphasizes individualized recommendations, ongoing monitoring and rebalancing, and both discretionary portfolio management and standalone planning engagements. It supplements internal advice with third‑party tools and models—such as Invesco model portfolios, the RightCapital planning platform, and an order-management platform (Pontera) for held‑away accounts—while retaining ultimate discretion over trading decisions.

Notable distinctions include an unusually high client load per advisor (roughly 200+ clients per advisor) and that representatives are licensed insurance agents who may offer commissionable insurance and annuity products; the firm also has an agreement with DPL to provide access to commission‑free life insurance and annuities. The brochure discloses additional third‑party arrangements and potential conflicts—such as a promoter/referral agreement, a 0.30% allocation of advisory fees paid to Pontera for held‑away services, and a recent transfer of custody to Schwab—which the firm says it monitors and manages.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Annuities Options & derivatives strategies

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Fee options

Fixed

Flat fees from $1,000 to $15,000 for Financial Planning; $1,500 for standard Estate Planning

Percentage

$0+: Up to 1.50% annually for Asset Management service $0+: Up to 1.75% annually for Comprehensive Portfolio Management service $0+: Up to 1.00% annually for Retirement Plan Consulting based on Plan assets

Project-based

Up to $350/hour for Financial Planning, Consulting, Retirement Plan Consulting, and Estate Planning (complex cases)

Other

Fee-only: Hourly rates up to $350/hour; Flat fees from $1,000 to $15,000 for Financial Planning; Flat fee $1,500 for standard Estate Planning (free if over $3 million AUM)

Main office location

Integrity Wealth Advisors, LLC

196 S. Fir St., Suite 140

Ventura CA 93001, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Hawaii · Idaho · Nevada · New York · North Carolina · Oregon · South Carolina · Tennessee · Texas · Utah · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Stephen W

CFP®, Series 63

Ventura, CA

Integrity Wealth Advisors, LLC

Stephen Wagner is a CFP® with 33 years of experience in financial advisory services. He has been with Integrity Wealth Advisors, LLC and LPL Financial since 2016. Outside of his advisory work, he has engaged in activities such as selling sporting event tickets through Stub Hub. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans with asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a client-focused process, offering both discretionary portfolio management and standalone planning services.

Annuities Options & derivatives strategies
user avatar

Douglas E

Series 65

Ventura, CA

Integrity Wealth Advisors, LLC

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

Annuities Options & derivatives strategies
user avatar

Laine M

Series 66

Ventura, CA

Integrity Wealth Advisors, LLC

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Annuities Options & derivatives strategies
user avatar

Robert C

Series 66

Ventura, CA

Integrity Wealth Advisors, LLC

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Annuities Options & derivatives strategies
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