Advisor at Integrity Financial Advisors, LLC
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 Financial Advisors, LLC
Location
Kittery, ME
Credentials
CFP®, Series 66
Industry experience
19 years
Leanne Martin is a CFP® with 19 years of industry experience, currently serving at Integrity Financial Advisors, LLC. She previously worked for Arete Wealth Advisors LLC and Arete Wealth Management LLC for 11 years. In addition to her advisory role, she is an independent insurance agent providing advice on health and life insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement/IRA rollover advice. The firm primarily recommends active, discretionary management implemented by affiliated advisers and monitors client accounts with regular performance reporting.
Based on Integrity Financial Advisors, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate and in addition to advisory fees.
Account minimum: $5,000,000
Kittery, ME
Maine
Integrity Financial Advisors, LLC
2023 - Present (3 years)
Arete Wealth Advisors LLC
2012 - 2023 (11 years)
Arete Wealth Management LLC
2012 - 2023 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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