Integritas Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,730,303
Clients
21
48% high-net worth
Advisors
1
of 1 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
21
TypicalAverage account size
$1,034,776
About
Integritas Financial is a state-registered, single-advisor investment advisory firm that serves individuals and also accepts high-net-worth clients, trusts, and business entities. The firm provides discretionary portfolio management, comprehensive financial planning (ongoing or project-based), a shorter portfolio checkup engagement, and hourly consulting.
Its investment process combines fundamental security analysis with tactical and strategic asset-allocation approaches, and it uses both active and passive vehicles within a Modern Portfolio Theory framework to pursue diversification across asset classes and investment styles. Portfolios are generally managed on a discretionary basis with client-imposed restrictions permitted, and financial planning incorporates tax considerations and behavioral coaching around savings and budgeting.
Noteworthy features include a relatively concentrated book of client relationships managed by a CFP-designated solo practitioner and multiple, clearly defined engagement models from brief reviews to recurring planning relationships. The firm offers access to a third‑party insurance platform for commission‑free insurance solutions, the principal maintains outside consulting work, and the brochure discloses a potential conflict of interest from referring clients to an estate-planning law firm where the advisor’s spouse is employed.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Portfolio Checkup for $450 fixed fee; initial fee for financial planning up to $2,000 (may be waived or reduced at advisor's discretion)
$250,000 - $500,000: $5,000 minimum annual fee $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour, negotiable
Account minimum: $250,000 Minimum fee: $5,000 minimum annual fee for Wealth Management Services Fee-only: Ongoing Financial Planning fixed fee ranging from $5,000 to $15,000 annually, based on client complexity; fees negotiable.
Main office location
Integritas Financial
Charlotte NC, United States
Number of offices
1
Most active in
Integritas Financial has reported serving >5 clients in these states in the last 12 months.
North Carolina · Pennsylvania
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:
-
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.
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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.
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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
LinkedIn
Facebook
Instagram
YouTube
Website
610-952-7793
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