Integrity Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,199,404
Total clients
339
17% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
113
Average account size
$168,730
About
Integrity Financial Advisors, LLC provides discretionary investment management and comprehensive financial planning to individuals, high‑net‑worth clients, families, related entities, and small businesses. The firm charges advisory fees based on assets under management and delivers ongoing portfolio management and reporting through custodian relationships.
Integrity typically uses non‑affiliated platform providers and sub‑advisors to design and manage model portfolios while retaining responsibility for client relationships, monitoring objectives, and tailoring recommendations to each client’s goals. The firm conducts ongoing oversight and periodic reviews (with attempts at monthly account reviews and at least annual client meetings) and does not impose account minimums.
Integrity is affiliated with an insurance agency and its investment adviser representatives may be licensed to sell annuities and other insurance products; insurance sales generate commissions payable to the affiliated entity and the firm works with Advisors Excel as an IMO that provides bonus compensation and marketing support tied to annuity sales. The brochure discloses these arrangements and related conflicts of interest and notes policies and disclosures intended to mitigate them; the firm has also engaged a platform provider and, beginning Q3 2025, began sponsoring a wrap fee program that will consolidate advisory, execution, custody and reporting services and transition legacy accounts by 2026.
Client services
Expertise
Fee options
Up to 1.70% annually
Commission-based compensation applies only to affiliated insurance sales, not investment advisory fees.
Fee-only: Integrity is a fee-only investment management firm, charging fees based on assets under management.
Main office location
Integrity Financial Advisors, LLC
144 44 Th Street Sw, Suite #2
Grand Rapids MI 49548, United States
Number of offices
2
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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