Firm
Integrity Asset Management
Hawthorne, California
Fee-only
Integrity Asset Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 66 individual clients, 11 of them high net worth.
- Its average account is about $282,000 (assets it manages divided by its 174 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the California median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Hawthorne, California |
|---|---|
| Website | integassetmgmt.com |
| Phone | (310) 709-7537 |
Integrity Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"we charge a fixed quarterly fee that is determined based on your needs and the level of service required with a minimum fee of $750" source
"we charge a fixed quarterly fee that is determined based on your needs and the level of service required with a minimum fee of $750" source
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 · Performance-based fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 55 |
| High-net-worth clients | 11 |
| Accounts managed | 174 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 281834 |