I

Integrity Financial Group

Updated today

Client assets under management

$33,145,436

Clients

119

14% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

40

Typical

Average account size

$278,533

About

The firm advises individuals — including high‑net‑worth clients — and business entities, providing discretionary portfolio management, financial planning, and access to wrap and platform-based investment solutions. It offers guidance across a broad set of investments, including equities, mutual funds and ETFs, variable annuities, REITs, real estate, and private pooled investments.

The firm generally manages client accounts on a discretionary basis and tailors portfolios to stated objectives and risk tolerance, often implementing third‑party model portfolios and sub‑advisers or recommending third‑party money managers. Its approach draws on multiple methods (fundamental, technical/charting, cyclical, ESG, and modern portfolio theory), relies on custodial cash‑sweep money‑market options, and monitors TPMMs with authority to hire or replace them without prior client approval.

Noteworthy features for a firm of this size include a small advisory team managing roughly $33 million in discretionary assets while requiring use of an institutional platform (AssetMark) and directed brokerage, and participating in AssetMark’s platform allowances and business‑development programs. Advisors are also licensed insurance agents and may receive insurance commissions and referral fees for private investments; these potential conflicts and any referral compensation are disclosed and, when applicable, offset against advisory fees.

Client services

Portfolio management

Expertise

ESG / Sustainable investing Real estate investing

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Fee options

Percentage

1% annually

Commissions

Commissions earned on insurance products; separate and distinct from advisory fees

Main office location

Integrity Financial Group

5748 Boat Club Road

Fort Worth TX 76179, United States

Number of offices

2

Most active in

Idaho · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jarrod W

Series 63, Series 65

Fort Worth, TX

Integrity Financial Group

Jarrod Warren is a financial advisor with Integrity Financial Group in Fort Worth, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes roles at OneAmerica Securities, American United Life, and Northwestern Mutual, where he held various positions from 2007 to 2020. Outside of advisory work, he is also licensed as an insurance agent for non-variable insurance products in Texas. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

ESG / Sustainable investing Real estate investing
user avatar

Eric M

CFP®, Series 63, Series 65

Fort Worth, TX

Integrity Financial Group

Eric Mc Mahan is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Integrity Financial Group in Fort Worth, TX. His prior roles include positions at OneAmerica Securities and Waddell & Reed, Inc. He also works as an independent insurance agent specializing in fixed life and fixed annuities. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, and business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, offering advisory services through the AssetMark platform.

ESG / Sustainable investing Real estate investing
user avatar

Ryan C

Series 63, Series 66

Idaho Falls, ID

Integrity Financial Group

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at American United Life and OneAmerica Securities. Outside of advising, he owns and operates several businesses related to agriculture, livestock, residential real estate development, and hospitality. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

ESG / Sustainable investing Real estate investing
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