Integrity Advisory Partners LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Integrity Advisory Partners LLC charges $200-$300 an hour and a flat or project fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“On an hourly basis, calculated on a charge ranging from $200 to $300 per hour.”
- Flat or project fee
- $5,000-$50,000
“As a fixed fee, typically ranging from $5,000 to $50,000, depending on the nature and complexity of each client's circumstances. 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrity Advisory Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets may be adjusted or prorated based on the number of days remaining in the quarter.”
- “For the initial quarter of Investment Management Services, the initial fee shall be calculated on a pro-rata basis.”
- “Financial Planning fees are payable in arrears upon completion of the Financial Planning Service.”
How Integrity Advisory Partners LLC’s fees compare
- Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
- 6 of the 69 other planners in New York that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$50,000 is above the New York median of $4,500. 98% of the 251 other New York planners that publish a flat or project fee charge less.
- 50 of the 52 other planners in New York that publish a flat or project fee charge less.
About Integrity Advisory Partners LLC
“If a client desires to obtain financial planning apart from the basic planning services provided as part of portfolio management services, Integrity also provides financial planning as a separate service. Integrity will typically provide a variety of financial planning services to individuals and families.”
- Firm size: 2 employees.
- Founded: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Charitable giving
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
- 2% a year
- Clients
- 40
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $46,107,943
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 161647
- Phone
- (646) 435-1506
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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