Firm
Integrity Wealth Management
Waukee, Iowa
Fee-only
Integrity Wealth Management at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 4 employees and 27 individual clients, 17 of them high net worth.
- Its average account is about $491,000 (assets it manages divided by its 126 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Waukee, Iowa |
|---|---|
| Website | integrityguidance.com |
| Phone | (515) 326-0107 |
Integrity Wealth Management 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.
| Ongoing planning | From $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our standard flat-fee is $15,000 per year, ranging from $12,000–$18,000 based on complexity." source
"Tend to have $2,000,000 or more in investable assets." source
"Our standard flat-fee is $15,000 per year, ranging from $12,000–$18,000 based on complexity." source
"Our standard flat-fee is $15,000 per year, ranging from $12,000–$18,000 based on complexity." 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 | Fixed fees |
|---|---|
| Assets managed | $62 million |
| Individual clients | 10 |
| High-net-worth clients | 17 |
| Accounts managed | 126 |
| Employees | 4 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 301088 |