Firm
Integrity Advisory Partners
New York, New York
Fee-only
Integrity Advisory Partners at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the PFS.
- Its Form ADV reports 2 employees and 40 individual clients, 15 of them high net worth.
- Its average account is about $485,000 (assets it manages divided by its 95 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Phone | (646) 435-1506 |
Integrity Advisory Partners fees
Integrity Advisory Partners 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 25 |
| High-net-worth clients | 15 |
| Accounts managed | 95 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-128473) |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 161647 |