Integrity First Planners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,000,000
Total clients
68
26% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$735,294
About
Integrity First Planners provides financial planning and discretionary investment management to individuals — including executives and retirees — as well as to business entities and participants in employer-sponsored retirement plans. The firm also offers retirement-plan consulting and participant-level management for 401(k), 403(b), pension and profit-sharing plans under both limited 3(21) and full 3(38) fiduciary engagements.
The adviser uses fundamental and technical analysis to build tailored portfolios and financial plans, monitors accounts at least quarterly, and can implement a range of strategies consistent with client objectives. The brochure discloses that managed accounts may employ borrowing, margin, leverage and derivative instruments, and that the firm uses asset-based billing and, for qualified clients, performance-based fee arrangements.
The firm’s principal is also a licensed insurance agent and a registered representative who sells insurance and securities for commissions, a practice and time commitment the brochure notes and discloses as a potential conflict of interest. Offering both ERISA plan-level services (including 3(38) investment manager duties) and commission-based insurance and broker-dealer activities distinguishes the adviser from many peers and is addressed through disclosure and internal conflict-mitigation procedures.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.1% $1,000,001+: 0.7%
Firm president is a registered representative of a broker-dealer and sells securities for commission; also sells insurance products for commission
Financial planning hourly fee is $125 per hour
10% performance fee on quarterly gains for qualified clients with at least $1 million AUM or $2 million net worth, based on a high water mark
Fee-only: Hourly financial planning fee is $125 per hour
Main office location
Integrity First Planners, Inc.
Bratenahl OH, United States
Number of offices
1
Most active in
Florida · Ohio · Texas
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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