Advisor at integrity Advisory Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
integrity Advisory Solutions
Location
Rio Rancho, NM 87124
Credentials
Series 65
Industry experience
1 year
Edward Lovato is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and has a background in law, operating his own law practice, Lovato Law, PC, where he provides estate planning legal services. Additionally, he serves as a probate judge for Sandoval County Probate Court. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of investment strategies and third-party platforms.
Based on integrity Advisory Solutions
Based on integrity Advisory Solutions
Financial planning fixed fees up to $50,000; retirement plan participant consulting fixed fees up to $5,000
$0+: Edge Program: max total combined fee up to 2.00% advisory fee plus max 0.35% program fee plus TPSA fees (varies by sub-adviser) $0+: Third-Party Retirement Account Program: asset-based fee (percentage not specified, detailed in client agreement) $0+: Envestnet Asset Management Program: up to 2.8% or greater depending on account size, overlays, manager fees, etc. $0+: Wealth Solutions, Wealth Solutions SMA, Retirement Ally Programs (affiliate-sponsored wrap fee programs): fees detailed in separate brochures $0+: IAS Aspire Program (wrap fee program): fees detailed in separate brochure
Up to $500 per hour for financial planning and consulting services, up to $500 per hour for retirement plan participant consulting
Fee-only: Financial planning fees up to $50,000 fixed or up to $500/hour hourly; hourly consulting up to $500/hour; retirement plan participant consulting up to $5,000 fixed or $500/hour hourly
2320 Grande Blvd Se, Suite D
Rio Rancho, NM 87124
New Mexico
Integrity Advisory Solutions
2024 - Present (2 years)
Sandoval County Probate Court
2023 - Present (3 years)
Law Office of Dorene A Kuffer
2018 - 2018 (1 year)
Lovato Law, PC
2017 - Present (9 years)
Moses, Dunn, Farmer, & Tuthill PC
2016 - 2016 (1 year)
SaucedoChavez, PC
2015 - 2017 (2 years)
University of New Mexico School of Law
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 66
Albuquerque, NM
Intentional Finance, LLC
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
CFP®
Albuquerque, NM
Randall Financial LLC
CERTIFIED FINANCIAL PLANNER™ | Financial Architect for Life’s Key Milestones As a CERTIFIED FINANCIAL PLANNER™ with a rich history in the investment management industry, I specialize in guiding individuals through some of life’s most pivotal transitions. Whether you're navigating the emotional and financial intricacies of estate organization and the loss of a loved one, preparing for a successful and secure retirement through strategic investment and tax planning, or seeking the best higher education opportunities for your children, I offer tailored financial solutions to help you achieve your goals. With over 25 years of experience in business-to-business engagements, I bring a deep understanding of financial strategies, ensuring that my clients are prepared for every phase of life. My background is supported by a strong foundation in finance, having earned my Bachelor’s Degree from Montana State University-Bozeman, as well as completing the rigorous CFP curriculum through the Boston Institute of Finance. I hold several professional licenses that empower me to provide comprehensive, holistic financial guidance. Let’s work together to build a financial plan that not only protects your present but also secures your future.
Series 63, Series 65
Rio Rancho, NM
SML Advisory
Series 63, Series 66
Albuquerque, NM
Grinstead Wealth Management
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
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