Integrity Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In limited circumstances some clients may be billed for financial planning services on an hourly basis not to exceed $350 per hour of time spent on the plan creation.”

Annual fee

$2,000⁠-⁠$10,000/yr

“Fixed fees generally range from $2,000 to $10,000 per year.”

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

How Integrity Investment Advisors, LLC bills

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

• “Fees are negotiable and may be higher or lower than this amount, based on the size of the account, complexity of asset structures, and any other unique factors that may exist.”
• “Fees are negotiable and will depend on the anticipated complexity of the plan.”
• “Clients engaging on a fixed fee basis will be billed in quarterly installments of 1/4th of the total fee.”

How Integrity Investment Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the Pennsylvania median of $250. 74% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Lansdale that publish an hourly rate charge less.
• Its annual fee of $2,000-$10,000 spans the Pennsylvania median of $6,000. 49% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Integrity Investment Advisors, LLC

• Firm size: 6 employees.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

3% a year

Clients

170

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$66,983,377

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140838

Phone

(215) 772-2160

Can advise clients in 3 states: Missouri, New Jersey, Pennsylvania

Other planners in Lansdale that publish fees

• Comprehensive Advisors, LLCLansdale$75⁠-⁠$385/hr, $1,500⁠-⁠$15,000
• Esg Wealth AdvisorsLansdale$300/hr
• Global Wealth Management, LLCLansdale$500/hr
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000

Compare all 5 planners in Lansdale