Lenz Integrity Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,500,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
19
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$236,842
About
Lenz Integrity Financial advises individual and high‑net‑worth clients and, atypically for firms of its type, also serves charitable organizations. The firm offers discretionary portfolio management and standalone financial planning, and it generally implements portfolios built largely with exchange‑traded funds and firm model portfolios.
The firm operates under discretionary authority for account management and directs clients to a specific institutional custodian for execution and custody. Investment implementation blends modern portfolio theory with other methods — including technical/charting analysis, model allocations, and, where appropriate, option strategies and short‑term trading — while noting that tax efficiency is not the primary consideration unless otherwise agreed.
What is distinctive about this firm is its inclusion of charitable organization clients, a client type that is relatively uncommon among independents, combined with a newly registered advisory platform led by a managing member who holds CFP certification. The firm also routinely pairs asset‑management services with separate fixed‑hour or project financial planning engagements and requires directed brokerage, a mix of practices that can differ from many small independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
Fixed fees for financial planning generally ranging between $10,000 and $35,000
2% annually, billed quarterly in arrears
$250 per hour for financial planning and consulting services
Account minimum: No minimum stated; firm does not require a minimum dollar amount to open and maintain an advisory account but may terminate accounts that fall below a size deemed too small to manage effectively. Fee-only: Hourly fees of $250 and fixed fees ranging from $10,000 to $35,000 for financial planning services
Main office location
Lenz Integrity Financial
Glyndon MD, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")