Lenz Integrity Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,300,000
Clients
19
Advisors
1
of 1 employees
About
Lenz Integrity Financial advises individual and high‑net‑worth clients and, atypically for firms of its type, also serves charitable organizations. The firm offers discretionary portfolio management and standalone financial planning, and it generally implements portfolios built largely with exchange‑traded funds and firm model portfolios.
The firm operates under discretionary authority for account management and directs clients to a specific institutional custodian for execution and custody. Investment implementation blends modern portfolio theory with other methods — including technical/charting analysis, model allocations, and, where appropriate, option strategies and short‑term trading — while noting that tax efficiency is not the primary consideration unless otherwise agreed.
What is distinctive about this firm is its inclusion of charitable organization clients, a client type that is relatively uncommon among independents, combined with a newly registered advisory platform led by a managing member who holds CFP certification. The firm also routinely pairs asset‑management services with separate fixed‑hour or project financial planning engagements and requires directed brokerage, a mix of practices that can differ from many small independent advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning generally ranging between $10,000 and $35,000
2% annually, billed quarterly in arrears
$250 per hour for financial planning and consulting services
Account minimum: No minimum stated; firm does not require a minimum dollar amount to open and maintain an advisory account but may terminate accounts that fall below a size deemed too small to manage effectively. Fee-only: Hourly fees of $250 and fixed fees ranging from $10,000 to $35,000 for financial planning services
Main office
Glyndon MD
Advisors at this office
1
Most active in
Maryland
Also doing business as
Lenz Integrity Financial · Lenz Integrity Financial, 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:
-
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.
-
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
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”)