Firm
Integrity Road Wealth Partners LLC
Houston, Texas
Fee-only
Integrity Road Wealth Partners LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 66 individual clients, 42 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 294 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Texas median of $3,000.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | integrityroadwealth.com |
| [email protected] | |
| Phone | (832) 585-8699 |
Integrity Road Wealth Partners 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"subscription-oriented fees will start at $5,000 per year for simple cases" source
"Up to $1 Million 0.75%" source
"we charge a reasonable fee based upon the assets we manage for you" source
"our subscription-based planning fee solution may be of greater interest" 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 · Fixed fees |
|---|---|
| Assets managed | $126 million |
| Individual clients | 24 |
| High-net-worth clients | 42 |
| Accounts managed | 294 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-134969) |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 333154 |