Integrity First Planners, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 167305
- Website
- integrityfirstplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions, Performance Based Fees
- Client types
- HNWI69.23%
- Individuals30.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Integrity First Planners, Inc. is an independent, individually owned registered investment adviser that serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients through a mix of percentage-of-AUM fees, hourly billing, commissions, and performance-based arrangements. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents8%
- Other3%
- Derivatives1%
Contacts
1 of 1
Kenneth Butze
PresidentCRD 2965709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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