Integrity Capital Management

Integrity Capital Management at a glance

• One of 180 fee-only firms based in Tennessee in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFP.
• Its Form ADV reports 4 employees and 361 individual clients, 54 of them high net worth.
• Its average account is about $375,000 (assets it manages divided by its 482 accounts).

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

Integrity Capital Management fees

Integrity Capital Management 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

Advisors at this firm (4)

• Angela Williams

• John Atkins

  CFP

• Joseph Bailey

  CFP

• Pamela Rehart