Financial Integrity Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Services are offered based on an hourly fee of $300 per hour.”

Flat or project fee

$3,500⁠-⁠$10,000

“Services are offered based on a flat fee between $3,500 and $10,000.”

Annual fee

$1,200⁠-⁠$24,000/yr

“The fixed annual fee ranges from $1,200 to $24,000 and is paid monthly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Integrity Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in advance based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided - 7- during the given period.”
• “The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”

How Financial Integrity Advisors, LLC’s fees compare

• Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 8 of the 16 other planners in Philadelphia that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$10,000 spans the Pennsylvania median of $3,650. 75% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 11 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
• Its annual fee of $1,200-$24,000 spans the Pennsylvania median of $6,000. 76% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 3 of the 5 other planners in Philadelphia that publish an annual fee charge less.

About Financial Integrity Advisors, LLC

• Principal: Philip M. Harris
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$10,000,000 in assets (stated in brochure)

Clients

5

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$3,963,360,838

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130458

Website

firmadvisor.com (opens in new tab)

Phone

(215) 557-7622

Can advise clients in 3 states: Maryland, New York, Pennsylvania

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

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