Fintegrity
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,282,980
Clients
27
81% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$2,417,888
About
Fintegrity LLC is a fee-only, registered investment adviser that provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth individuals, families, trusts, business entities, and retirement accounts. Services include customized portfolio management with written investment policy statements, ongoing monitoring and reporting, project-based financial plans, and an option for continuous planning under a monthly retainer.
The firm’s investment approach is grounded in fundamental analysis and behavioral finance, emphasizing individual stocks, bonds, and cash equivalents, long-term holdings, and periodic tactical rebalancing; ETFs and mutual funds are used selectively for diversification or cost efficiency. Portfolios are typically managed as separate accounts tailored to client objectives, tax considerations, and risk tolerances, with incorporation of legacy holdings and coordinated work with clients’ tax and legal advisors.
Noteworthy features include a claim of GIPS compliance and independent verification by The Spaulding Group—an uncommon practice for a firm managing roughly $65 million across 27 client relationships—and a stated $2 million minimum for new advisory relationships. The firm also highlights a fee-only structure that avoids product commissions, offers ongoing monthly retainer planning, and does not vote client proxies, leaving voting decisions to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Social Security optimization
Charitable giving tax strategies
Debt management
General estate planning guidance
Occupation focus
Executive
Fee options
Financial planning fees starting at $10,000 for a comprehensive project; fees negotiated above minimum.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Continuous financial planning fees are negotiable and billed quarterly in arrears.
Account minimum: $2,000,000 Fee-only: Investment management fees based on assets under management; No commissions; fee-only adviser.
Main office location
Fintegrity
Tenafly NJ, United States
Number of offices
1
Most active in
Fintegrity has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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