Michael Koontz
Integrity Financial Advisors · Forest, Virginia
Michael Koontz is a fee-only financial advisor at Integrity Financial Advisors in Forest, Virginia, who holds the ChFC credential. Integrity Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Integrity Financial Advisors |
|---|---|
| Based in | Forest, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $134.9M across 495 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NC, TX · CRD 807069 |
| Exams passed | Series 63 (1982) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.integrityfa.com |
How Michael'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 Michael
Is Michael Koontz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Integrity Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Koontz based?
Michael Koontz is based in Forest, Virginia.
What credentials does Michael Koontz hold?
Michael Koontz holds the ChFC credential.
Is Michael Koontz registered with the SEC?
Yes. Michael Koontz is registered as an investment adviser representative in NC and TX (CRD 807069), 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 Michael Koontz?
Through Michael'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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