Fintegrity fees and pricing
Financial planner in Tenafly, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Fintegrity charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“Our standard minimum fee is $10,000 for a comprehensive financial planning project.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fintegrity bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears (after the quarter has ended) within the first ten business days following the end of the calendar quarter.”
- “Financial planning and management fees on non-discretionary accounts are invoiced and paid by check or electronic funds transfer.”
- “Negotiation While our investment management fees are typically non-negotiable and applied consistently to all clients at the same asset level, we may, at our discretion, negotiate fees under special circumstances.”
How Fintegrity’s fees compare
- Its flat or project fee of $10,000 is above the New Jersey median of $5,000. 77% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Fintegrity
“Our mission is to help individuals, families, and organizations grow and preserve their wealth through disciplined investment management, comprehensive financial planning, and personalized service.”
- Firm size: 2 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $2,000,000 in assets (stated in brochure)
- Clients
- 27
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $65,282,980
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292421
- Phone
- (201) 266-6829
Can advise clients in 2 states: New Jersey, New York
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.