Advisor at Lenz Integrity Financial
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Firm
Lenz Integrity Financial
Location
Glyndon, MD
Credentials
CFP®, Series 63
Industry experience
14 years
Daryan Lenz is a CFP®-certified financial advisor with 14 years of industry experience. He is the sole advisor at Lenz Integrity Financial, an independent firm he has been associated with since 2016, and previously worked at Lincoln Financial Advisors from 2013 to 2016. Lenz Integrity Financial serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management and standalone financial planning. The firm’s investment approach combines modern portfolio theory with technical analysis, model allocations, and selective option strategies, and it typically uses exchange-traded funds and firm model portfolios.
Fixed fees for financial planning generally ranging between $10,000 and $35,000
2% annually, billed quarterly in arrears
$250 per hour for financial planning and consulting services
Account minimum: No minimum stated; firm does not require a minimum dollar amount to open and maintain an advisory account but may terminate accounts that fall below a size deemed too small to manage effectively. Fee-only: Hourly fees of $250 and fixed fees ranging from $10,000 to $35,000 for financial planning services
Glyndon, MD
Maryland
Lenz Integrity Financial, LLC
2020 - Present (6 years)
Lenz Integrity Financial, LLC
2020 - Present (6 years)
Lenz Integrity Financial, LLC
2017 - 2017 (1 year)
Lenz Integrity Financial, LLC
2016 - 2017 (1 year)
LIncoln Financial Advisors
2013 - 2016 (3 years)
Daryan V. Rogers Lenz
2011 - Present (15 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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