Loren Sherman
Integrity Wealth Management · Waukee, Iowa
Loren Sherman is a fee-only financial advisor at Integrity Wealth Management in Waukee, Iowa. Loren charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year and typically works with clients with $2,000,000 or more) and focuses on flat-fee planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Waukee, Iowa |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,000 a year · Typically works with clients with $2,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $61.9M across 126 accounts |
| SEC registration | Investment adviser representative in IA · CRD 5457141 |
| Exams passed | Series 63 (2008) · Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | integrityguidance.com |
How Loren's firm compares
- Ongoing planning starts at $12,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Integrity Wealth Management's average account is about $491,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Loren
Is Loren Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Loren 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 Loren charge for financial advice?
Loren charges a flat fee or retainer and an ongoing planning fee.
How much does Loren charge?
According to Integrity Wealth Management's website, checked October 30, 2026: ongoing planning from $12,000 a year; typically works with clients with $2,000,000 or more.
Does Loren work with clients virtually?
Yes. Integrity Wealth Management says on its website that it works with clients remotely.
Where is Loren Sherman based?
Loren Sherman is based in Waukee, Iowa.
What does Loren specialize in?
Loren's specialties include flat-fee planning, retirement planning, estate & legacy planning and tax planning. Loren works with retirees and pre-retirees.
Is Loren Sherman registered with the SEC?
Yes. Loren Sherman is registered as an investment adviser representative in IA (CRD 5457141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $61.9M across 126 accounts in assets under management.
How do I contact Loren Sherman?
Through Loren's website, integrityguidance.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
- Integrity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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