Integrity First Financial Planning LLC

Overview

Integrity First Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates primarily as an accountant-adviser hybrid, blending tax/accounting services with investment oversight. Its investment activity centers on liquid public funds—primarily mutual funds—rather than direct single-stock or proprietary-product strategies. The firm does not act as a capital allocator to external hedge or private equity managers; instead it deploys client capital through pooled public vehicles and selected alternative exposures. Fee arrangements are a mix of percentage-of-assets and hourly billing, reflecting a combination of ongoing asset management relationships and project-based planning work. Integrity First is not positioned as an ESG investor and is not set up as a multi-state adviser; its client base is concentrated on individual and family relationships rather than institutional retirement plans.

Assets & Accounts

Investments & Alternatives

Location & Offices