Brian Simpson
Integrity Wealth Management · Spokane, Washington
Brian Simpson is a fee-only financial advisor at Integrity Wealth Management in Spokane, Washington. Integrity Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brian →
Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $163.2M across 544 accounts |
| SEC registration | Investment adviser representative in FL, ID, WA · CRD 2309646 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.integritywm.net |
How Brian's firm compares
- Integrity Wealth Management's average account is about $300,000, from its Form ADV (assets managed divided by 544 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brian
Is Brian Simpson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Integrity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Integrity Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Simpson based?
Brian Simpson is based in Spokane, Washington.
Is Brian Simpson registered with the SEC?
Yes. Brian Simpson is registered as an investment adviser representative in FL, ID and WA (CRD 2309646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $163.2M across 544 accounts in assets under management.
How do I contact Brian Simpson?
Through Brian's website, www.integritywm.net.
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.
See something wrong? Request a correction. Read our methodology.