Lacey Roberts
Integrity Financial Advisors · Edmond, Oklahoma
Lacey Roberts is a fee-only financial advisor at Integrity Financial Advisors in Edmond, Oklahoma. Integrity Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Integrity Financial Advisors |
|---|---|
| Based in | Edmond, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $134.9M across 495 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 4245139 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.integrityfa.com |
How Lacey's firm compares
- Integrity Financial Advisors's average account is about $272,000, from its Form ADV (assets managed divided by 495 accounts).
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Questions about Lacey
Is Lacey Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lacey holds no broker registration, and Integrity Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lacey charge for financial advice?
Lacey's firm, Integrity Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Lacey Roberts based?
Lacey Roberts is based in Edmond, Oklahoma.
Is Lacey Roberts registered with the SEC?
Yes. Lacey Roberts is registered as an investment adviser representative in OK and TX (CRD 4245139), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Financial Advisors manage?
Integrity Financial Advisors reports $134.9M across 495 accounts in assets under management.
How do I contact Lacey Roberts?
Through Lacey's website, www.integrityfa.com.
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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