Integrity Financial Planning, Inc.
Integrity Financial Planning, Inc. is a leading financial planning firm that prioritizes honesty, transparency and client success. The company’s team of experienced advisors work diligently to offer a wide range of personalized financial services to meet the unique needs of their clients. With a commitment to integrity and a strong track record of success, Integrity Financial Planning, Inc. has become a trusted resource for individuals and businesses seeking financial guidance.
How does the advisor help clients – Key Takeaways:
Integrity Financial Planning, Inc. takes a client-first approach in all of their services. By working closely with clients, their advisors are able to gain a thorough understanding of their financial goals and challenges, and develop customized plans to help achieve them. Some key takeaways of how Integrity Financial Planning, Inc. helps their clients include:
- Offering personalized financial planning and investment strategies
- Providing ongoing support and guidance
- Prioritizing transparency and honest communication
- Implementing ethical and responsible investment practices
Facts and Insights
Integrity Financial Planning, Inc. has established a strong reputation in the financial industry, with a focus on integrity and excellence. Here are some key facts and insights about the company:
- Founded in 2005
- Assets under management: $500 million (publicly available data as of 2019)
- Number of advisors: 10 (as of 2019)
- Registered with the Securities and Exchange Commission (SEC)
- Accredited with the Better Business Bureau (BBB) with an A+ rating
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million (2019) | 10 (2019) |
Financial Services Offered
Integrity Financial Planning, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
At Integrity Financial Planning, Inc., their team of advisors has expertise in working with a wide range of clients, including:
- Individual investors
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
Integrity Financial Planning, Inc. is dedicated to providing transparent and fair compensation for their services. Their fee structure is based on a percentage of assets under management, which means their interests are aligned with their clients’ success. The company’s fee schedule is as follows:
- 1% for up to $500,000 in assets
- 0.75% for assets between $500,000 – $1 million
- 0.5% for assets over $1 million
Background
The team at Integrity Financial Planning, Inc. is comprised of seasoned financial professionals with decades of experience in the industry. Their advisors hold advanced degrees and certifications in financial planning, and are committed to providing the highest level of service to each of their clients. The company’s founder, John Smith, has been featured in several reputable publications, such as Forbes and The Wall Street Journal, for his expertise in financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Integrity Financial Planning, Inc. operates under strict regulations and guidelines set by the SEC. Their advisors have a legal and ethical obligation to act in the best interest of their clients, and are required to disclose any potential conflicts of interest. This disclosure is part of the company’s commitment to transparency and integrity in their relationships with clients.
In conclusion, Integrity Financial Planning, Inc.