Integrity Capital Management fees and pricing
Financial planner in Kingsport, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Integrity Capital Management charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Clients who want to consult with ICM for any reason (including financial planning, retirement planning, portfolio review, etc.) are billed at an hourly rate of $200 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrity Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are payable quarterly in advance based on the total market value of the account on the last business day of the previous quarter.”
- “The fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
- “If the first quarter is a partial quarter, it is pro-rated and billed in arrears at the same time the second quarter is billed in advance.”
How Integrity Capital Management’s fees compare
- Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.
About Integrity Capital Management
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 361
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $180,540,377
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142693
- Phone
- (423) 230-4500
Can advise clients in 5 states: North Carolina, South Carolina, Tennessee, Texas, Virginia
Other planners in Tennessee that publish fees
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
- Allied InvestmentsJohnson City$150/hr, Up to $2,500
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.