Integrity Investment Advisors

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Client assets under management

$394,292,094

Clients

117

66% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$3,370,018

About

Integrity Investment Advisors works with individuals (including high‑net‑worth clients), trusts, business entities, and small to mid‑size employer retirement plans to provide portfolio management, financial planning, and retirement plan consulting. The firm also offers private‑wealth planning and oversight for separately managed accounts and alternative investments such as private credit, real estate, private equity, and hedge funds.

The firm’s investment approach is grounded in Modern Portfolio Theory and the efficient markets view, emphasizing asset allocation, risk‑factor exposure, and cost‑effective implementation primarily through mutual funds and ETFs. Portfolios are reviewed at least quarterly with contingent rebalancing, the firm commonly operates with discretionary authority, and it may engage an independent sub‑adviser for certain client accounts while maintaining ongoing oversight and a formal succession arrangement with that sub‑adviser.

Noteworthy distinctions include an affiliation with a related tax‑preparation business through ownership and advisory roles by firm principals, a relationship the firm discloses and manages when recommending tax services. Integrity also provides family‑office data integration and held‑away asset oversight, uses a third‑party insurance consulting platform for insurance reviews, and employs operational practices such as standing letters of authorization that set it apart from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Insurance consulting

Expertise

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees ranging from $500 to $15,000+ depending on scope and complexity; Held Away Asset fixed fees $1,000 to $10,000 annually based on scope and complexity; Family office data integration fee $300 to $4,000 per month; 401k consulting may be flat fee depending on scope

Percentage

Ranges from 1.25% to 0.3% annually based on assets under management and scope of services

Project-based

Financial planning/consulting: $125 to $700 per hour depending on staff level; Administrative staff: $75 to $165 per hour; 401k consulting: Jr. Advisor $150/hour, Partner Advisor $250/hour

Other

Account minimum: $500,000 Minimum fee: Core Wealth Level: $7,000 annually ($1,750 per quarter minimum); Private Wealth Level: $20,000 annually ($5,000 per quarter minimum) Fee-only: Firm is fee-only; fees are exclusive of brokerage commissions and other transaction costs

Main office location

Integrity Investment Advisors

Fort Collins CO, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · New Hampshire · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, 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.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 303-549-4720

Advisors at this firm

Todd M

Series 65

Fort Collins, CO

Integrity Investment Advisors

Todd Moerman is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Integrity Investment Advisors in Fort Collins, CO. He is a managing member and 50% owner of 365 Tax Strategies, LLC, a tax preparation business, where he devotes a portion of his time to ownership and management duties. Moerman has been with Integrity Investment Advisors since 2010. Integrity Investment Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth households, trusts, business entities, and retirement plans. The firm emphasizes modern portfolio theory and efficient-markets principles, offering specialized services including 401(k)/pension plan consulting, insurance-product reviews, and family-office data integration.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Founder/Business Owner

Robert H

CFP®, Series 63

Fort Collins, CO

Integrity Investment Advisors

Robert Hamilton is a CFP® with six years of industry experience, currently serving as an advisor at Integrity Investment Advisors in Fort Collins, CO. He has worked previously with Northwestern Mutual and Michael Schlemeyer, and he is also a lead tax advisor and preparer at 365 Tax Strategy, LLC. Integrity Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, business entities, and retirement plans. The firm emphasizes modern portfolio theory and efficient-markets principles, offering specialized services such as 401(k)/pension plan consulting, insurance-product reviews, and family-office data integration.

Wealth management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Founder/Business Owner

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