FINANCIAL INTEGRITY ADVISORS, LLC

Overview

Financial Integrity Advisors, LLC is an independent registered investment adviser that focuses on fee-based wealth management and financial planning for both high-net-worth individuals and institutional clients. The firm combines portfolio management with planning, pension consulting and client education, and charges a mix of asset-based fees alongside hourly and fixed engagement fees. Since registering with the SEC in 2023, the adviser has positioned itself as equity-oriented: its reporting shows a clear preference for exchange-listed equities as the dominant allocation vehicle. The firm is organized as a limited liability company owned by an individual and lists an insurance company affiliation among its industry relationships. It is not an active ESG investor and is not structured as a multi-state adviser. Services emphasized in client communications and filings include individualized portfolio management, financial planning, pension consulting for smaller sponsors and educational seminars or workshops intended to support client decision-making.

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Location & Offices