Integrity Wealth Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly rate shall not exceed $350.”

Flat or project fee

$1,000⁠-⁠$15,000

“Flat fees range from $1,000 to $15,000.”

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

How Integrity Wealth Advisors, Inc. bills

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

• “In rare cases, our Firm will agree to directly invoice.”
• “The fees for this service may be billed as a percentage of assets under management (AUM), or on an hourly basis.”
• “The fee will be directly billed to the client and due within thirty (30) days of a �inancial plan being delivered or consultation rendered.”

How Integrity Wealth Advisors, Inc.’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Ventura that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the California median of $5,000. 74% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Ventura that publish a flat or project fee charge less.

About Integrity Wealth Advisors, Inc.

• Principal: Stephen H. Wagner
• Firm size: 10 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• 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

1.75% a year

Clients

818

Employees

10

Works with

Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, and businesses

Services reported to regulators

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

Assets managed

$285,486,435

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281708

Website

iwaplan.com (opens in new tab)

Phone

(805) 339-0760

Can advise clients in 15 states: Arizona, California, Colorado, Florida, Hawaii, Idaho, North Carolina, Nevada, New York, Oregon, South Carolina, Tennessee, Texas, Utah, Washington

Other planners in Ventura that publish fees

• Diegelman Capital AdvisorsVentura$95⁠-⁠$200/hr
• Maranantha FinancialVentura$150⁠-⁠$300/hr, $500⁠-⁠$5,000
• Sherman Asset Management, Inc.Ventura$1,000⁠-⁠$10,000
• The Renaissance GroupVentura$250/hr

Compare all 8 planners in Ventura