# B. Brose

> B. Brose is a fee-only financial advisor at Integrity Wealth Partners in Walnut Creek, California. B. focuses on retirement planning and small business owners. Integrity Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/b-brose/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Integrity Wealth Partners
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $193.9M across 547 accounts
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 5517793 (https://adviserinfo.sec.gov/individual/summary/5517793)
- **SEC registration:** Investment adviser representative in CA, LA
- **Exams passed:** Series 66 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.investwithintegrity.com

## Frequently asked questions

### Is B. Brose a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: B. holds no broker registration, and Integrity Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does B. charge for financial advice?

B.'s firm, Integrity Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is B. Brose based?

B. Brose is based in Walnut Creek, California.

### What does B. specialize in?

B.'s specialties include retirement planning and small business owners.

### Is B. Brose registered with the SEC?

Yes. B. Brose is registered as an investment adviser representative in CA and LA (CRD 5517793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrity Wealth Partners manage?

Integrity Wealth Partners reports $193.9M across 547 accounts in assets under management.

### How do I contact B. Brose?

Through B.'s website, www.investwithintegrity.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5517793): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://investwithintegrity.com/home-wealth-management.html): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.