Advisor at Integrity Wealth 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 Wealth Advisors, LLC
Location
Ventura, CA 93001
Credentials
CFP®, Series 63
Industry experience
33 years
Stephen Wagner is a CFP® with 33 years of experience in financial advisory services. He has been with Integrity Wealth Advisors, LLC and LPL Financial since 2016. Outside of his advisory work, he has engaged in activities such as selling sporting event tickets through Stub Hub. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans with asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a client-focused process, offering both discretionary portfolio management and standalone planning services.
Based on Integrity Wealth Advisors, LLC
Flat fees from $1,000 to $15,000 for Financial Planning; $1,500 for standard Estate Planning
$0+: Up to 1.50% annually for Asset Management service $0+: Up to 1.75% annually for Comprehensive Portfolio Management service $0+: Up to 1.00% annually for Retirement Plan Consulting based on Plan assets
Up to $350/hour for Financial Planning, Consulting, Retirement Plan Consulting, and Estate Planning (complex cases)
Fee-only: Hourly rates up to $350/hour; Flat fees from $1,000 to $15,000 for Financial Planning; Flat fee $1,500 for standard Estate Planning (free if over $3 million AUM)
196 S. Fir St., Suite 140
Ventura, CA 93001
California · Texas
Integrity Wealth Advisors, Inc.
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 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.
Series 63
Camarillo, CA
Contemporary Planning Alternatives
Series 63, Series 66
Ventura, CA
Bankers Investment Counseling
CFA®, Series 63, Series 65
Ventura, CA
Harris Wealth Management
Series 63
Carpinteria, CA
Plunkett, Richard J.
CFP®, Series 66
Ventura, CA
Maranantha Financial
Series 63, Series 65
Ventura, CA
Diegelman Capital Advisors
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