Integritas Wealth Strategies, LLC

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Client assets under management

$3,505,624

Clients

10% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$350,562

About

Integritas Wealth Strategies, LLC is a recently formed, state‑registered investment adviser that provides discretionary portfolio management and both project‑based and ongoing financial planning to individual and high‑net‑worth clients. The firm manages a small, concentrated book of business—roughly $3.4 million in discretionary assets—and serves a limited number of client relationships.

The firm delivers customized advice and typically implements tailored asset‑allocation strategies on a discretionary basis, monitoring accounts continuously and rebalancing as market conditions or client circumstances change. Investment analysis includes fundamental, technical, and cyclical methods, and the firm may employ long‑ and short‑term positions, covered option strategies, and allocations to private funds or cryptocurrency exposures through recommended sub‑advisors or vehicles.

What differentiates this firm from many peers is the integration of non‑traditional services for a small advisory practice: personnel provide tax preparation and representation under a separate engagement, and the principal also conducts advisory technology consulting outside the firm. The adviser also leverages recommended sub‑advisors for private equity, private credit, and hedge fund strategies and coordinates estate‑planning work through a third‑party Estate Plan Navigator, creating access to alternative and specialty solutions not always offered by firms of similar size.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning

Occupation focus

Founder/Business Owner

Fee options

Fixed

One-time comprehensive financial plan fee negotiable, typically $3,000; other project-based engagements range from $100 to $5,000.

Percentage

$0 - $750,000: 1.25% $750,001 - $2,000,000: 1.00% $2,000,001+: 0.75%

Project-based

$350 per hour for financial planning engagements; fee may be negotiable.

Subscriptions

Ongoing comprehensive financial planning fees with tiers: Essential ($3,000/year, $275/month), Advanced ($4,250/year, $395/month), Business Owner ($6,000/year, $565/month), payable quarterly, semi-annually, or monthly.

Other

Minimum fee: Minimum annual relationship fee of $3,000, which may be waived or reduced at the firm's discretion. Fee-only: Flat fees for financial planning services ranging from $100 to $5,000 depending on scope; ongoing financial planning fees starting at $3,000 per year, payable quarterly, semi-annually, or monthly ($275 to $565/month depending on tier). Hourly financial planning fees at $350 per hour, negotiable.

Main office location

Integritas Wealth Strategies, LLC

677 King St, 3 Rd Floor

Charleston SC 29403, United States

Number of offices

Most active in

Georgia · South Carolina · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram YouTube Website 843-212-7011

Advisors at this firm

Joseph R

Series 65

Charleston, SC

Integritas Wealth Strategies, LLC

Joseph Recznik is a financial advisor at Integritas Wealth Strategies, LLC in Charleston, SC, holding a Series 65 designation with one year of experience in the industry. Prior to joining Integritas Wealth Strategies, he has held various roles outside the financial sector, including positions in landscape services and education. Integritas Wealth Strategies provides discretionary portfolio management and a range of financial planning services to individuals, high-net-worth clients, and trusts. The firm employs fundamental, technical, and cyclical analysis, and utilizes option strategies and exposures to private funds or cryptocurrencies, with a small client base allowing for a tailored approach.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner

Christopher L

Series 65

Charleston, SC

Integritas Wealth Strategies, LLC

Christopher Langlois is a financial advisor at Integritas Wealth Strategies, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Integritas, he has been employed at FIS Global since 2014. Outside of his advisory role, he occasionally creates special purpose vehicles to fund projects unrelated to his financial planning business. Integritas Wealth Strategies provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a variety of investment approaches, including fundamental, technical, and cyclical analysis, and may utilize option strategies, private funds, and third-party sub-advisors.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner

Daniel H

Series 66

Charleston, SC

Integritas Wealth Strategies, LLC

Daniel Heidel is a financial advisor at Integritas Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Thrivent Investment Management Inc. Integritas Wealth Strategies provides discretionary portfolio management and a range of financial planning services to individuals, high-net-worth individuals, and trusts. The firm employs fundamental, technical, and cyclical analysis, utilizes option strategies and private fund exposures when appropriate, and may engage third-party sub-advisors for specialized portfolio management.

Cash flow / budgeting College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner

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