PlannerFees

Integrity Financial Planning, LLC fees and pricing

Financial planner in Houston, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 18, 2026, Integrity Financial Planning, LLC charges $200⁠-⁠$600 an hour, a quarterly fee of $3,750, and an annual fee of $15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200⁠-⁠$600/hr
“Fees payable to the Firm are charged at a range of $200.00 to $600.00 an hour, depending on the expertise and experience of the Firm’s consultant, and are payable as agreed upon in the contract between IFP and the client.”
Quarterly fee
$3,750/qtr
“The Minimum Retainer for Foundational Tax Planning is based on client complexity and starts at $15,000 per year, billed quarterly in arrears ($3,750 per quarter).”
Annual fee
$15,000/yr

From the same sentence as above.

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

How Integrity Financial Planning, LLC bills

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

  • “Payment is due upon an invoice from IFP.”
  • “Upon depletion of retainer, the client will be billed per terms specified in the Investment Advisory and Financial Agreement between the Firm and the client.”
  • “The AUM Fee is calculated based on our standard tiered schedule and is also billed quarterly in arrears.”

How Integrity Financial Planning, LLC’s fees compare

  • Its hourly rate of $200-$600 spans the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
  • 52 of the 67 other planners in Houston that publish an hourly rate charge less.
  • Its annual fee of $15,000 is above the Texas median of $6,000. 83% of the 106 other Texas planners that publish an annual fee charge less.
  • 15 of the 16 other planners in Houston that publish an annual fee charge less.

About Integrity Financial Planning, LLC

“Financial planning services are designed to help clients by analyzing their financial situation and providing suggestions and help determine options so that clients will be able to achieve their financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CPA and CFA.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
10
Employees
3
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$4,042,456
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310974
Website
integrityfinancialplan.com (opens in new tab)
Phone
(501) 348-1107

Can advise clients in 2 states: Louisiana, Texas

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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.