Richard Connett
Integrity Wealth Partners · Walnut Creek, California
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.
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Specialties
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 |
| Assets under management | $193.9M across 547 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2680263 |
| Exams passed | Series 63 (1996) · Series 65 (2007) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.investwithintegrity.com |
How Richard's firm compares
- Integrity Wealth Partners's average account is about $354,000, from its Form ADV (assets managed divided by 547 accounts).
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Questions about Richard
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.
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 Partners 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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