Integrity Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,765,260
Total clients
109
9% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
36
Average account size
$245,553
About
Integrity Financial Group provides discretionary portfolio management and financial planning to individuals — including high net worth clients — and to business entities. The firm offers advice across common vehicle types (equities, mutual funds, ETFs, variable annuities, REITs and real estate) and delivers advisory services through a custodian platform (AssetMark) and wrap-style investment solutions.
The firm generally implements client portfolios by allocating among third‑party money managers and model portfolios rather than performing in‑house quantitative or qualitative analysis of individual securities, and it retains discretion to hire or replace sub‑advisers or TPMMs. Integrity Financial Group uses a range of methods — from fundamental and technical/charting approaches to modern portfolio theory and ESG considerations — and typically manages accounts on a discretionary basis with the ability to combine related household accounts for fee breakpoint purposes.
Compared with peers, the firm is a small supported practice (three advisers, approximately $26.8 million in discretionary AUM and about 109 clients) that routinely directs brokerage through the AssetMark platform and relies heavily on outside managers and model portfolios. It also engages in practices that may be less common for firms of this size: advisers are separately licensed insurance agents who may receive commissions, and the firm may refer clients to private pooled investments and receive finders’ fees for those referrals.
Client services
Fee options
1% annually of assets under management, billed quarterly in advance, pro rata if starting mid-quarter, negotiable.
Separate commission-based compensation earned by licensed insurance agents for insurance product sales, in addition to advisory fees.
Account minimum: No minimum stated; however, the firm may terminate accounts deemed too small to manage effectively at its sole discretion. AssetMark Platform minimums vary by investment solution (e.g., $10,000 for Mutual Fund, $25,000 for ETF, $25,000 to $1,000,000 for other accounts).
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Integrity Financial Group
5748 Boat Club Road
Fort Worth TX 76179, United States
Number of offices
2
Forms ADV
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