Integrity Financial Planning, LLC

Overview

Integrity Financial Planning, LLC is a small, independent registered investment adviser that concentrates on discretionary portfolio management and comprehensive financial planning for individuals, families and small businesses. The firm shows a clear preference for publicly traded equities — exchange-traded stocks and ETFs account for the bulk of client assets — and manages accounts under multiple fee arrangements (percentage of AUM, hourly, fixed fees and performance-based fees). Integrity is not positioned as a multi-state adviser or a capital allocator; instead it appears to deploy third-party managers when it needs exposure to less-liquid alternative strategies. The adviser is not an active ESG investor. Investment activity centers on liquid, equity-focused allocations with supplemental use of traditional fixed income and insurance products to meet cash flow and liability-matching needs. Given the custodian relationship and asset mix, the firm emphasizes readily tradable instruments and execution efficiency while retaining flexibility to add private or credit-oriented exposures through external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices