Section Integrity Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,140,557
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$295,754
About
Section Integrity Wealth Management serves individual clients, including high‑net‑worth individuals, by providing comprehensive wealth management and financial planning. Its services cover portfolio management, retirement income and Social Security planning, education funding recommendations, and high‑level insurance needs analysis.
The firm typically manages accounts on a discretionary basis and builds age‑appropriate, tailored portfolios using a mix of active, core+satellite, passive, and value strategies, with quarterly rebalancing and at least annual performance reviews. Recommendations emphasize diversified, tax‑aware investments (commonly mutual funds and ETFs) and include guidance for assets held outside the advisory relationship, such as employer retirement plans.
A distinctive aspect of the practice is the offering of educational seminars, workshops, and stand‑alone planning engagements billed separately from asset management, a service less commonly provided by independent solo advisers. The firm is also notable for a very small client roster and a principal with an uncommon blend of military and corporate executive experience and advanced public policy and strategy education, with accounts handled individually rather than through aggregated trading.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Medicare planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
1.00% annually
Up to $250 per hour, negotiable and may be waived at firm's discretion for financial planning, seminars, or workshops.
Main office location
Section Integrity Wealth Management
Fleming Island FL, United States
Number of offices
1
Most active in
Section Integrity Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
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")