Integrity Financial Advisors, LLC logo

Integrity Financial Advisors, LLC

Updated today

Total assets under management

$134,863,176

Total clients

230

10% high-net worth

Total advisors

8

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

29

Average account size

$586,362

About

Integrity Financial Advisors serves individuals, high‑net‑worth clients, trusts, and charitable organizations with financial planning and risk‑protection advice. Its advisers frequently engage its affiliated investment manager, Auour Investments, for portfolio management under tri‑party arrangements, and some advisers are licensed insurance agents who may also receive commission compensation.

Investment positioning generally draws on the affiliated manager’s ETF‑based, model‑driven asset allocation strategies — including global portfolios and tactical adjustments informed by a proprietary regime model — which Integrity uses to align client risk tolerance and planning goals. Clients may be placed into discretionary Auour‑managed accounts, sub‑advisor/co‑advisor arrangements, or model‑delivery services, with advisory relationships and any fee sharing documented in written agreements.

Integrity’s structure — operating from multiple offices and maintaining an uncommon affiliated adviser relationship — is less typical for firms of its size and results in more integrated planning and investment workflows. The affiliated Form ADV discloses recent material changes, including a managing principal’s trustee role that led to deemed custody and an independent surprise examination, and it notes the preparation of strategy composites and quarterly performance reporting that are shared with clients and third parties.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Commissions

Insurance commissions earned by persons providing investment advice who are licensed insurance agents, separate and in addition to advisory fees.

Other

Account minimum: $5,000,000

Main office location

Integrity Financial Advisors, LLC

400 Tradecenter, Suite 3990

Woburn MA 01801, United States

Number of offices

6

Most active in

California · Connecticut · Florida · Illinois · Maine · Massachusetts · New Hampshire · North Carolina · Oklahoma · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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