Integrity Financial Corporation

Retirement Planning Firm in Redmond, WA

Firm Info
Address: 2821 Northup Way # 120, Bellevue, WA 98004, USA
Phone: (800) 794-4015

Firm Size
Assets Under Management: $553.3 million
# of Advisors: 14
# of Clients: 1,554
Client to Advisor Ratio: 111:1
Average Account Size: $356,067
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Integrity Financial Corporation Overview

Integrity Financial Corporation is a registered investment advisory firm providing investment advice only to individuals, small businesses, and institutional clients. The firm has been in business since 2016 and is headquartered in Bellevue, WA. They offer a fee-only fee arrangement, meaning that clients pay only for the services they receive, and there are no hidden commissions or fees. Integrity Financial Corporation provides a wide range of services to their clients. They offer financial planning, portfolio management for individuals and small businesses, as well as portfolio management for businesses or institutional clients. Pension consulting services are also available for businesses looking to provide retirement benefits to their employees. In addition to their core services, Integrity Financial Corporation also offers educational seminars and workshops. They believe in empowering their clients with the knowledge and tools to manage their finances effectively and make informed investment decisions. With a commitment to transparency and ethical business practices, Integrity Financial Corporation is a trusted partner in the financial planning and investment industry.

(Integrity Financial Corporation charges a percentage of the assets under management for investment advisory services), hourly fees (for financial planning services or consulting), fixed fees (for specific projects or services), or a combination of these fee structures. The firm works with each client to identify their specific needs and develop a customized plan for their financial goals. For clients with a high net worth or complex portfolios, the percentage of AUM fee structure may be the most suitable, as it aligns the advisor's compensation with the client's portfolio performance. However, for clients seeking one-time advice or specific services, the hourly or fixed fee structures may be more appropriate. Integrity Financial Corporation values transparency in all fee arrangements and works closely with clients to ensure that their services are affordable and effective.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for INTEGRITY FINANCIAL CORPORATION does not mention anything about their investment minimum. Therefore, it is unknown what the minimum amount an investor must initially invest with this firm is. It is recommended that prospective investors contact the firm directly for more information on their investment minimums.

How This Office Can Help Redmond, WA Residents

Integrity Financial Corporation assists clients in Redmond, WA by providing a wide array of financial services. Some of the services offered include retirement planning, investment management, tax planning, estate planning, and risk management. This allows clients to work toward achieving their financial goals while mitigating risk and minimizing taxes. Specific financial situations that someone living in Redmond, WA might be facing include high cost of living, fluctuating real estate values, and volatile stock market. Redmond is known to be one of the most expensive cities in Washington, with high costs for housing, food, and transportation. In addition, the real estate market can be volatile, with prices fluctuating rapidly. This can make it hard for individuals to know when is the best time to either buy or sell a property. The stock market can also be unpredictable, which can create anxiety for investors. By partnering with Integrity Financial Corporation, individuals can have peace of mind knowing that their investments are being handled by experienced professionals who have knowledge and experience in navigating these complex financial situations.

To view the Minimum Investment and Fee Schedule for Integrity Financial Corporation, visit their Part 2 Brochure.

Services Offered by Integrity Financial Corporation

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Integrity Financial Corporation most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2821 Northup Way # 120, Bellevue, WA 98004, USA
Phone (800) 794-4015
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Integrity Financial Corporation is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • Montana
  • Nebraska
  • Nevada
  • Oregon
  • Pennsylvania
  • Tennessee
  • Texas
  • Washington

Disciplinary History

Integrity Financial Corporation does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs