I

Integrity Investment Advisors, LLC

Updated today

Client assets under management

$63,139,184

Clients

170

6% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

43

Typical

Average account size

$371,407

About

Integrity Investment Advisors is a team-based registered investment adviser managing roughly $67 million for about 170 clients, serving individuals, high‑net‑worth households, trusts, non‑profits, pension plans, and businesses. The firm provides in‑house financial planning and portfolio management, offering both discretionary and non‑discretionary asset management and introductions to third‑party managers when appropriate.

Portfolios are typically constructed from a written financial plan and emphasize long‑term, broadly diversified allocations with attention to cost and tax efficiency, using a blend of fundamental and technical analysis. The firm uses custodial platforms, may aggregate trades, and will recommend rollovers of retirement plan assets to IRAs it manages when deemed suitable.

What distinguishes the firm from many peers are its operating relationships: principals operate affiliated tax and accounting businesses that provide tax preparation and third‑party retirement plan administration, certain professionals are registered representatives of a broker‑dealer, and some are licensed insurance agents. The brochure discloses these arrangements and the potential for related compensation, and notes the firm manages those conflicts through disclosure and internal policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Planning for children with special needs General retirement planning Retirement income strategy General tax planning

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees generally range from $2,000 to $10,000 per year; fixed fees for asset management may be arranged on a case-by-case basis.

Commissions

Registered representatives receive customary commissions for sales of securities; commissions do not offset management fees.

Project-based

Up to $350 per hour for financial planning services in limited circumstances.

Main office location

Integrity Investment Advisors, LLC

500 E Main Street

Lansdale PA 19446, United States

Number of offices

3

Most active in

Missouri · New Jersey · Pennsylvania

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Mark Z

Series 66

Lansdale, PA

Integrity Investment Advisors, LLC

Mark Zinman is a financial advisor with Integrity Investment Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Comprehensive Advisors LLC since 2006 and has been involved with Zinman & Company P.C. since 1986. Outside of his advisory roles, Zinman is president of a cellular telephone business and participates in retail clothing sales and rentals, as well as tax and accounting ventures. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets and serving around 184 clients. The firm offers financial planning and portfolio management for individuals, families, trusts, non-profits, pensions, and businesses, employing a process that integrates written financial plans with discretionary or non-discretionary management focused on diversification, cost control, and tax efficiency.

Planning for children with special needs General retirement planning Retirement income strategy General tax planning Founder/Business Owner Retired
user avatar

Christopher C

Series 63, Series 65

Glen Carbon, IL

Integrity Investment Advisors, LLC

Christopher Cottone is a financial advisor with Integrity Investment Advisors, LLC in Glen Carbon, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes roles at LPL Financial LLC and National Planning Corporation. Outside of his advisory work, he is a commissioned notary in Missouri. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers in-house financial planning and portfolio management, employing a process that begins with a written financial plan and emphasizes diversification, cost control, and tax efficiency.

Planning for children with special needs General retirement planning Retirement income strategy General tax planning Founder/Business Owner Retired
user avatar

Daniel C

Series 65

Lansdale, PA

Integrity Investment Advisors, LLC

Daniel Carney is a financial advisor at Integrity Investment Advisors, LLC with a Series 65 credential and four years of industry experience. He has worked at Integrity Investment Advisors since 2021 and has owned a business since 2018. Prior to his advisory career, he was involved in the restaurant industry. Integrity Investment Advisors is a three-advisor registered investment adviser managing approximately $57.4 million in assets for around 184 clients. The firm offers financial planning and portfolio management services to individuals, families, trusts, non-profits, pensions, and businesses, utilizing a process that combines fundamental and technical analysis with an emphasis on diversification, cost control, and tax efficiency.

Planning for children with special needs General retirement planning Retirement income strategy General tax planning Founder/Business Owner Retired
user avatar

John H

CFP®, Series 63, Series 65

Lansdale, PA

Integrity Investment Advisors, LLC

John Hickey III is a CFP® professional with 23 years of experience in the financial industry. He is affiliated with Integrity Investment Advisors, LLC and has worked at Comprehensive Advisors LLC since 2006. Outside of his advisory role, he serves as a constable for the state of Pennsylvania and is treasurer of the Pennsylvania Fraternal Order of Constables. He also leads a tax preparation and bookkeeping firm and provides employee assistance program training on financial topics. Integrity Investment Advisors is a three-advisor firm managing approximately $57.4 million in assets for individuals, families, trusts, nonprofits, pensions, and businesses. The firm offers financial planning and portfolio management with an investment approach that emphasizes diversification, cost control, tax efficiency, and a combination of fundamental and technical analysis.

Planning for children with special needs General retirement planning Retirement income strategy General tax planning Founder/Business Owner Retired
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