Firm
Integrity Investment Advisors
Fort Collins, Colorado
Fee-only
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Website | integrityia.com |
| Phone | (303) 549-4720 |
Integrity Investment Advisors 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 | 0.7% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Fee Structure: 0.70% on first Million & declines swiftly therea fter *" source
"High-Net-Worth Clients ($3M+)" source
"Fee Structure: 0.70% on first Million & declines swiftly therea fter *" 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 | $394 million |
| Individual clients | 40 |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 154131 |