Integrity Wealth Solutions

Company Description (LinkedIn): Integrity Wealth Solutions’ vision is to provide clients with comprehensive wealth management in a fair and equitable manner. To us, the word β€œintegrity” means always putting the client first, doing the right thing, and eliminating any conflict of interests.

After working in financial advisory industry over the past 20 years, the team at Integrity Wealth Solutions realized that the advisor’s bottom line should not come first; the client’s needs, interests and success should.

Thus, Integrity Wealth Solutions was born. We walked away from the traditional practice of charging a fee based on percentage of assets under management. We believe in transparency, and therefore moved into a straightforward and fair annual flat fee tiered compensation structure.

As an independent Registered Investment Advisor, registered with U.S. Securities and Exchange Commission, Integrity Wealth Solutions is able to offer the independent, unbiased advice and solutions that our clients deserve.

Integrity Wealth Solutions is a privately owned, independent financial planning and wealth management firm. Integrity Wealth Solutions serves as a fiduciary and our business model is not predicated by the sale of proprietary financial products and we are not affiliated with any single company.

We attribute the success of our business to the cornerstones upon which we rely: integrity, process, competence and service. We believe that adherence to these four principles will result in long-term relationships with our clients, based on mutual trust and respect.

From WCI application:

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2016
πŸ‡ΊπŸ‡² SEC Number: 801-119760
πŸ—ƒ CRD Number: 284862
☎ Phone Number: 303 716-5777
πŸ“§ Email:
🦾 Website Accessibility Score: 84 / 100
βŒ› First Indexed: 2023-02-23
πŸ“° Last Updated: 2023-03-15