Bhavneesh Sharma
Integrity Advisors · Burlington, Massachusetts
Bhavneesh Sharma is a fee-only financial advisor at Integrity Advisors in Burlington, Massachusetts. Integrity Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Facts
| Firm | Integrity Advisors |
|---|---|
| Based in | Burlington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $15.3M across 31 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, MA, TX · CRD 6266374 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | seekingalpha.com/author/bhavneesh-sharma |
How Bhavneesh's firm compares
- Integrity Advisors's average account is about $493,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Bhavneesh
Is Bhavneesh Sharma a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bhavneesh holds no broker registration, and Integrity Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bhavneesh charge for financial advice?
Bhavneesh's firm, Integrity Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Bhavneesh Sharma based?
Bhavneesh Sharma is based in Burlington, Massachusetts.
Is Bhavneesh Sharma registered with the SEC?
Yes. Bhavneesh Sharma is registered as an investment adviser representative in AZ, CA, FL, MA and TX (CRD 6266374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Advisors manage?
Integrity Advisors reports $15.3M across 31 accounts in assets under management.
How do I contact Bhavneesh Sharma?
Through Bhavneesh's website, seekingalpha.com/author/bhavneesh-sharma.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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