Integrity Wealth Advisors

Retirement Planning Firm in Carmel, IN

Firm Info
Address: 600 E Carmel Dr #269, Carmel, IN 46032, USA
Phone: (317) 975-0700

Firm Size
Assets Under Management: $346.5 million
# of Advisors: 9
# of Clients: 1,688
Client to Advisor Ratio: 188:1
Average Account Size: $205,246
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

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)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Integrity Wealth Advisors, Inc. Overview

INTEGRITY WEALTH ADVISORS, INC. is a fee-based registered investment advisory firm with its headquarters in Ventura, CA. The firm was established in 2018 and has been providing investment advice and portfolio management services to individuals and small businesses ever since. As a broker-dealer representative and an insurance broker/agent, the firm is a one-stop-shop for all your investment and insurance needs. The firm is committed to providing its clients with the best investment advice possible. They offer financial planning services that are tailored to meet the individual needs and goals of their clients. With a team of experienced professionals, the firm is able to provide personalized investment advice and portfolio management services to help their clients achieve their financial goals. In addition to portfolio management and financial planning, INTEGRITY WEALTH ADVISORS, INC. also offers pension consulting services. Their team of experts can help you navigate the complex world of pensions and retirement plans to ensure that you have a retirement plan that meets your needs. If you need help selecting other advisors, INTEGRITY WEALTH ADVISORS, INC. can also assist you. Their team has a network of trusted advisors in various fields, including tax planning, estate planning, and insurance. They can help you find the right professionals to make sure that you have a comprehensive investment plan that takes into account all aspects of your financial life.

Integrity Wealth Advisors, Inc. serves a diverse range of clients, catering to individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and various other corporation types not listed. This broad client base allows the firm to understand each client's unique financial needs and develop tailored investment strategies to help them achieve their financial goals. The fee structures available at Integrity Wealth Advisors, Inc. vary depending on the type of service provided to the client. Clients can choose from a percentage of assets under management (AUM), an hourly rate, or a fixed fee depending on their specific financial situation and investment strategy needs. The percentage of AUM fee structure is based on a percentage of the client's total assets under advisory management, which typically ranges from 1% to 2%. For clients who require one-time consulting services or investment advice, the hourly fee structure may be more appropriate. Fixed fees are best suited for clients who wish to engage in a specific financial plan or project with a predetermined set of fees. Regardless of the chosen structure, Integrity Wealth Advisors, Inc. provides full transparency and clarity to clients about their fees, always working in their best interest.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for INTEGRITY WEALTH ADVISORS, INC. does not mention an investment minimum. The firm states that they do not impose requirements for opening and maintaining accounts or engaging their services. This means that they do not have a set minimum amount that clients must invest in order to work with them.

How This Office Can Help Carmel, IN Residents

Integrity Wealth Advisors is an experienced financial advisory firm that caters to the unique financial needs of the residents of Carmel, IN. With a team of experienced financial advisors, the firm is committed to providing personalized, professional financial services to assist clients in achieving their financial goals. One way Integrity Wealth Advisors assists clients in Carmel is by providing customized investment advice and managing their portfolios with the aim of maximizing returns while minimizing risks. Living in Carmel, IN, presents specific financial situations that require the guidance and expertise of an experienced financial advisor. For example, Carmel residents may be grappling with how to save for college tuition for their children, how to navigate retirement planning, or how to manage investment portfolios in the face of market volatility. Integrity Wealth Advisors helps clients in Carmel navigate these financial situations by providing comprehensive financial planning, retirement planning, and investment management services that are tailored to each client's individual circumstances. The firm's wide range of financial services also includes tax planning, estate planning, and risk management.

To view the Minimum Investment and Fee Schedule for Integrity Wealth Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Integrity Wealth Advisors, Inc.

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 Wealth Advisors, Inc. 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
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 600 E Carmel Dr #269, Carmel, IN 46032, USA
Phone (317) 975-0700
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 196 S. FIR ST., SUITE 140, VENTURA, CA 93001, United States

This firm has no other locations.

State Registrations

Integrity Wealth Advisors, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Hawaii
  • Idaho
  • Oregon
  • Texas
  • Washington

Disciplinary History

Integrity Wealth Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.