A complete list of active advisors currently associated with Integrity Wealth Advisors, LLC
Warmer can help you find a great advisor at Integrity Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Integrity Wealth Advisors, LLC, 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
| 19
| |
Ventura, CA
| 6
| |
Ventura, CA
| 9
| |
Ventura, CA
| 33
|
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