Integrity Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,941,000
Clients
17
0% 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
17
LowAverage account size
$114,176
About
Integrity Advisors LLC is a small registered investment adviser that provides discretionary portfolio management and holistic financial planning to individuals, high-net-worth clients, and corporations. The firm focuses its investment advice primarily on equities and ETFs and uses a cloud-based planning platform to deliver cash-flow mapping, retirement projections, tax-efficient withdrawal modeling, and related planning services.
The firm creates individualized Investment Policy Statements and applies fundamental analysis and modern portfolio theory to construct long-term, risk-aware portfolios with a sector emphasis on healthcare, including biotechnology and pharmaceuticals. It typically seeks discretionary trading authority, conducts at least monthly account reviews, and may use specialized ETF strategies when appropriate.
Notably, Integrity Advisors accepts performance-based fees — an arrangement that is uncommon among independent peers — and the principal operates a subscription-based, healthcare-focused investment research service while also participating in a software development business, activities disclosed as possible conflicts. The firm’s brochure also discloses a resolved regulatory matter from 2015 involving the principal’s prior professional license, including a suspension and subsequent voluntary resignation.
Client services
Financial planning
Portfolio management
Expertise
Social Security optimization
Income planning
Retirement income strategy
Fee options
0.35% annually
10% of capital appreciation annually
Main office location
Integrity Advisors LLC
100 Summit Drive
Burlington MA 01803, United States
Number of offices
1
Most active in
Integrity Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Massachusetts · 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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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