Firm
Integrity First Financial Planning, LLC
Colorado Springs, Colorado
Fee-only
Integrity First Financial Planning, LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 14 individual clients, 8 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 47 accounts).
- Its hourly rate of $175 is below the Colorado median of $290.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | integrityfirstfp.com |
| [email protected] | |
| Phone | (719) 745-4554 |
Integrity First Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $175 an hour |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Financial planning – $175/hour" source
".50% to $1 million" source
"Investment management – $3,000 annual minimum, .50% assets to $1M, .40% $1M to $2M, .30% over $2M" 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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 6 |
| High-net-worth clients | 8 |
| Accounts managed | 47 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 307515 |