Firm
Integrity Advisors
Burlington, Massachusetts
Fee-only
Integrity Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 31 individual clients, 1 of them high net worth.
- Its average account is about $493,000 (assets it manages divided by its 31 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Burlington, Massachusetts |
|---|---|
| Website | seekingalpha.com/author/bhavneesh-sharma |
| Phone | (718) 501-7515 |
Integrity Advisors fees
Integrity Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 30 |
| High-net-worth clients | 1 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 169637 |