# Richard Connett

> Richard Connett is a fee-only financial advisor at Integrity Wealth Partners in Walnut Creek, California, who holds the CFP credential. Richard focuses on retirement planning and small business owners. Integrity Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-connett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Integrity Wealth Partners
- **Based in:** Walnut Creek, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $193.9M across 547 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 2680263 (https://adviserinfo.sec.gov/individual/summary/2680263)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 65 (2007)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.investwithintegrity.com

## Frequently asked questions

### Is Richard Connett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Integrity Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Integrity Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Richard Connett based?

Richard Connett is based in Walnut Creek, California.

### What does Richard specialize in?

Richard's specialties include retirement planning and small business owners.

### What credentials does Richard Connett hold?

Richard Connett holds the CFP credential.

### Is Richard Connett registered with the SEC?

Yes. Richard Connett is registered as an investment adviser representative in CA (CRD 2680263), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Integrity Wealth Partners manage?

Integrity Wealth Partners reports $193.9M across 547 accounts in assets under management.

### How do I contact Richard Connett?

Through Richard's website, www.investwithintegrity.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2680263): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://investwithintegrity.com/home-wealth-management.html): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.