Advisor at Integrity First Planners, Inc.
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 First Planners, Inc.
Location
Bratenahl, OH
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Kenneth Butze is a CFP® with 28 years of industry experience and serves as the president of Integrity First Planners, Inc. He has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. and has been with Integrity First Planners since 2013. In addition to financial planning, he is a licensed insurance agent involved in selling insurance products. Integrity First Planners provides financial planning and discretionary investment management to individuals, business entities, and retirement plan participants. The firm offers retirement-plan consulting and participant-level management for various employer-sponsored plans, using fundamental and technical analysis to tailor portfolios and financial plans to client objectives.
Based on Integrity First Planners, Inc.
Based on Integrity First Planners, Inc.
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.1% $1,000,001+: 0.7%
Firm president is a registered representative of a broker-dealer and sells securities for commission; also sells insurance products for commission
Financial planning hourly fee is $125 per hour
10% performance fee on quarterly gains for qualified clients with at least $1 million AUM or $2 million net worth, based on a high water mark
Fee-only: Hourly financial planning fee is $125 per hour
Bratenahl, OH
Florida · Ohio · Texas
OSAIC
2024 - Present (2 years)
Triad Advisors, Inc.
2013 - 2024 (11 years)
Integrity First Planners, Inc.
2013 - Present (13 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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