Firm
Integrity Wealth Management
Greenwell Springs, Louisiana
Fee-only
Integrity Wealth Management at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 46 individual clients, 20 of them high net worth.
- Its average account is about $41,000 (assets it manages divided by its 85 accounts).
Facts
| Based in | Greenwell Springs, Louisiana |
|---|---|
| Website | integritywealth.us |
| Phone | (225) 926-0202 |
Integrity Wealth Management fees
Integrity Wealth Management 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $4 million |
| Individual clients | 26 |
| High-net-worth clients | 20 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 143716 |