Firm
Integrity Financial Planning
Houston, Texas
Fee-only
Integrity Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 10 individual clients, 3 of them high net worth.
- Its average account is about $404,000 (assets it manages divided by its 10 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | integrityfinancialplan.com |
| [email protected] | |
| Phone | (501) 348-1107 |
Integrity Financial Planning 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Investment management 1.0% /yr On the first $1 million; 0.85% above that." source
"Personal Index Portfolios are billed at 1.0% on the first $1 million and 0.85% from $1 million to $10 million" 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 |
|---|---|
| Assets managed | $4 million |
| Individual clients | 7 |
| High-net-worth clients | 3 |
| Accounts managed | 10 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 310974 |