Integrity Financial Strategies LLC

Integrity Financial Strategies LLC at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 55 individual clients, 13 of them high net worth.
• Its average account is about $213,000 (assets it manages divided by its 112 accounts).

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

Facts

Integrity Financial Strategies LLC fees

Integrity Financial Strategies LLC 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 (2)

• Jacki Farrar

  CFP · CDFA

• Stephanie Farrar

Other fee-only firms in Tacoma

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• Seneschal Family Office
• Stolz & Associates, P.S.
• Women's Wealth
• Bright Road Wealth Management, LLC
• Columbia River Advisors

Fee-only advisors in Washington