Firm
Integrity Wealth Solutions
Denver, Colorado
Fee-only
Integrity Wealth Solutions at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 186 individual clients, 71 of them high net worth.
- Its average account is about $505,000 (assets it manages divided by its 730 accounts).
- Its ongoing planning fee starts at $5,000 a year, below the Colorado median of $6,000.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | integrity-wealth.com |
| [email protected] | |
| Phone | (303) 716-5777 |
Integrity Wealth Solutions 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 $5,000 a year |
|---|---|
| Account minimum | $500,000 |
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"$500,001 - $1,000,000 $5,000 $1,250" source
"for accounts with an appropriate minimum value, typically $500,000" source
"We created a unique tiered flat fee asset management compensation structure." source
"For relationships under $500,000, financial planning services will be billed separately on a per-project basis." 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 | $369 million |
| Individual clients | 115 |
| High-net-worth clients | 71 |
| Accounts managed | 730 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-119760) |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 284862 |