Integrity Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrity Wealth Partners serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities with discretionary asset management, financial planning and retirement plan consulting. The firm reports about $193.9 million in discretionary assets under management and provides ongoing portfolio supervision, written financial plans, and employer-plan advisory services.
Portfolios are customized to client goals and reviewed at least quarterly, with implementation across individual stocks and bonds, ETFs, mutual funds, REITs, options and other public and private securities. The firm also manages held-away accounts (such as 401(k)s and HSAs) through a third-party order management platform called Pontera to support tax-aware allocation and opportunistic rebalancing, and it absorbs the platform’s 0.30% fee for clients.
Noteworthy operational features include a relatively high client load for a two-advisor team — maintaining 231 client relationships — and the continued offering of a wrap-style asset management service to legacy clients. The firm discloses the use of margin borrowing, short sales and options/derivatives within managed accounts, practices that are less commonly reported among similarly supported advisers.
Client services
Expertise
Occupation focus
Fee options
Flat fees generally range from $1,500 to $10,000 for financial planning and consulting; $750 to $10,000 for retirement plan consulting
$0 - $250,000: 1.3%—1.5% $250,001 - $1,000,000: 1.1%—1.4% $1,000,001 - $2,000,000: 0.90%—1.25% Over $2,000,000+: 0.80%—1.15%
Up to $400 per hour for financial advisors; $150 per hour for research and administrative work
Recurring fees charged monthly or quarterly for financial planning and consulting services
Account minimum: $250,000 Minimum fee: Minimum fee of $1,500 for written financial plans Fee-only: Financial planning consulting fees charged monthly or quarterly; hourly fees up to $400; flat fees $1,500 to $10,000
Main office
1320 Mt. Diablo Blvd., Suite 200
Walnut Creek CA 94596
Advisors at this office
2
Most active in
California · Florida · Hawaii · Idaho · Louisiana · Nebraska · Oregon · Texas · Washington
Also doing business as
Baker, Brose & Mitsutome Wealth Management LLC · Baker, Brose & Mitsutome Wealth Management, LLC · Integrity Wealth Partners, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
B. B
Series 66
Walnut Creek, CA
Integrity Wealth Partners, LLC
B. Brose is a financial advisor with Integrity Wealth Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Integrity Wealth Partners since 2013 and serves as managing partner of Bromari, LLC. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolio supervision with quarterly reviews and employs a range of investment strategies, including option strategies and margin use, while also managing held-away accounts through a third-party platform.
Richard C
CFP®, Series 63, Series 65
Walnut Creek, CA
Integrity Wealth Partners, LLC
Richard Connett is a CFP® professional with 30 years of industry experience. He has worked at Integrity Wealth Partners, LLC since 2021 and previously spent 12 years at Ameriprise Financial Services, Inc. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm uses a tailored portfolio approach with continuous supervision and employs option strategies, derivatives, and margin in separately managed accounts.
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