Integrity Financial Strategies

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Client assets under management

$23,865,203

Clients

24% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$433,913

About

Integrity Financial Strategies serves individual and high‑net‑worth clients as well as small businesses, providing discretionary portfolio management and comprehensive financial planning across topics such as retirement, cash‑flow and debt management, college savings, tax considerations, and estate planning. The firm manages roughly $24 million in client assets with a small advisory team and also makes educational seminars and workshops available to clients and prospects on related financial topics.

The firm builds client‑specific investment policy statements and emphasizes strategic asset allocation supplemented by tactical shifts, using a mix of passive and active mutual funds and ETFs to implement portfolios. Custody and trading are conducted through a recommended institutional custodian, the firm manages accounts on a discretionary basis, and it conducts regular reviews though it does not provide separate written investment management reports.

Noteworthy distinctions include the firm’s provision of low‑cost educational seminars and workshops—an offering relatively uncommon among peers—and the advisors’ substantial involvement in divorce financial consulting and mediation through a separate business. The brochure discloses that this divorce‑specialty work comprises a material portion of their time and notes the potential conflict of interest, which the firm addresses through fiduciary disclosure and separate engagements for each business.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually

Project-based

$250 per hour, negotiable

Main office location

Integrity Financial Strategies

Palmetto FL, United States

Number of offices

Most active in

Florida · Louisiana · Texas · Washington

Disclosures

Business activities & affiliations

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:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website 253-677-1092

Advisors at this firm

Jacki F

CFP®, Series 65, Series 66

Palmetto, FL

Integrity Financial Strategies

Jacki Farrar is a CFP® professional with 12 years of industry experience, currently serving at Integrity Financial Strategies. Her prior roles include positions at Edward Jones, Facet Wealth, InvestCloud, and Moss Adams. She is also a Certified Divorce Financial Consultant and provides divorce financial consulting and mediation through a related business. Integrity Financial Strategies serves individual clients, including high-net-worth households, and small businesses by offering discretionary portfolio management and comprehensive financial planning. The firm combines strategic asset allocation with both passive and active investment vehicles and is known for its educational outreach and specialization in divorce finance.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Stephanie F

Series 63, Series 66

Palmetto, FL

Integrity Financial Strategies

Stephanie Farrar is a financial advisor at Integrity Financial Strategies with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Ten Capital Investment Advisors and Principal Funds Distributor, Inc. Farrar is also a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time to divorce-related financial services. Integrity Financial Strategies serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management and comprehensive financial planning. The firm’s investment approach combines strategic asset allocation based on Modern Portfolio Theory with a mix of passive and active vehicles, and it also offers educational seminars and specialized divorce-finance services through an affiliated practice.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

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