Integrity Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,000,000
Clients
35
71% 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
35
TypicalAverage account size
$342,857
About
Integrity Advisors is a small, state-registered independent advisory firm that primarily serves individual clients, including high-net-worth individuals, through portfolio management and financial planning. It offers advisor-managed accounts, two in‑house model strategies focused on growth and income, and standalone financial planning and consulting on either a fixed, hourly, or AUM basis.
The firm combines fundamental, technical (charting and cyclical) and asset-allocation analysis and uses both long‑ and short‑term strategies; option strategies (including covered calls) are described as available when appropriate. Accounts may be managed on a discretionary or non‑discretionary basis, are reviewed at least monthly, and advisory fees are billed as a percentage of assets and typically deducted from client accounts via the custodian.
Notable differences from many peers include the firm’s structure as a CPA professional practice that also offers tax preparation/consulting and is licensed to offer life insurance and fixed annuities, reflecting an integrated tax, insurance and investment service mix. The brochure also discloses that the firm works with self‑directed employer plan accounts and acts as a fiduciary for ERISA/IRA clients, and that it has discontinued commission‑based trading despite historical broker‑dealer affiliations.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Income planning
Options & derivatives strategies
Fee options
Fixed fees ranging from $100 to $5,000 for financial planning and consulting services
$25,000 - $250,000: 2.0% annually (0.50% per quarter) $250,000 - $500,000: 1.5% annually (0.375% per quarter) $500,000 - $1,000,000: 1.0% annually (0.25% per quarter) $1,000,000+: Negotiable
Up to $250 per hour for financial planning and consulting services
Account minimum: $25,000 Fee-only: Financial planning and consulting fees up to $250/hour; fixed fees from $100 to $5,000; may be offset if client uses asset management services
Main office location
Integrity Advisors
6800 Gulfport Blvd. South, Suite 201 137
St. Petersburg FL 33707, United States
Number of offices
1
Most active in
Integrity Advisors has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")