Integrity Financial Strategies fees and pricing

Financial planner in Palmetto, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 16, 2026, Integrity Financial Strategies charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial Planning engagements are offered at the rate of $250 per hour.”

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

“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer or check.”
“Accounts initiated or terminated during any partial billing period will be charged a prorated fee based 7 upon the number of days the account was open during the billing period.”
“An account may be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 55
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $23,865,203
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 311481
Website: integrityfinl.com (opens in new tab)
Phone: (253) 677-1092

Can advise clients in 3 states: Florida, Louisiana, Washington

Is something on this page wrong or out of date?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.