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
Forest, VA
Credentials
ChFC®, Series 63
Industry experience
50 years
Michael Koontz is a ChFC® credentialed financial advisor with 50 years of industry experience. He has worked at Integrity Financial Advisors, LLC since 2021 and previously held roles at Jewell Financial Services, Inc., Prosperity Wealth Management, Inc., and Fortune Financial Services, Inc. Outside of financial advising, he is involved in telemedicine services related to health care 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 advice. The firm emphasizes active, discretionary management using model portfolios and third-party managers, providing ongoing monitoring and client 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
Forest, VA
North Carolina · Texas
Integrity Financial Advisors, LLC
2021 - Present (5 years)
Jewell Financial Services, Inc
2019 - 2021 (2 years)
Prosperity Wealth management, Inc.
2015 - 2021 (6 years)
Fortune Financial Services, Inc.
2014 - 2022 (8 years)
Jewell Financial Services, Inc.
1997 - 2019 (22 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.
CFP®
Lynchburg, VA
Lynchburg Wealth Management
Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
Series 66
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Series 63, Series 65, Series 66
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ChFC®, Series 63, Series 65
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Wood Creek Capital Advisors, LLC
Series 65, Series 66
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Bison Creek Wealth Management LLC
Series 66
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Wood Creek Capital Advisors, LLC
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