A complete list of active advisors currently associated with Integrity Wealth Advisors, Inc.
Warmer can help you find a great advisor at Integrity Wealth Advisors, Inc. or one who fits your needs even better.
Integrity Wealth Advisors, Inc. provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting and estate-planning coordination to individuals, high‑net‑worth clients, trusts, estates and employer-sponsored plans. The firm reports roughly $285 million in discretionary assets under management across about 818 client relationships and also offers participant education as part of its retirement-plan consulting services. Portfolios are tailored using individual stocks, bonds, mutual funds, ETFs and other public and private securities, with ongoing monitoring and rebalancing; financial planning is supported by an online platform (RightCapital) for client access. The firm uses third‑party model portfolios from Invesco while retaining full discretion over trading decisions and employs an order‑management system to view and manage held‑away retirement accounts. Notable operational features disclosed in the brochure include formal arrangements that can affect product availability and compensation—agreements with Invesco for model portfolios, a DPL arrangement to provide access to commission‑free life insurance and annuities, and a promoter agreement under which the firm may receive referral payments—while representatives are licensed insurance agents who may receive commissions. Compared with many peers, the firm operates with an unusually high client load per advisor and provides complimentary standard estate plans for very large clients, and it discloses that it pays a portion of advisory fees to the platform it uses to manage held‑away assets.
To learn more about the advisors currently working at Integrity Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ventura, CA
| 20
| |
Ventura, CA
| 20
| |
Ventura, CA
| 6
| |
Ventura, CA
| 10
| |
Ventura, CA
| 0
| |
Ventura, CA
| 34
|
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