Integrity Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$5,000

“For standalone financial planning services, the Advisor offers financial planning services for a fixed engagement fee ranging from $1,500 to $5,000 per engagement.”

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

How Integrity Wealth LLC bills

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

• “Fees for Advisory Services Wealth management fees are paid in advance of each calendar quarter pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Integrity Wealth LLC’s fees compare

• Its flat or project fee of $1,500-$5,000 spans the Oregon median of $4,000. 36% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Eugene that publish a flat or project fee charge less.

About Integrity Wealth LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

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

245

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$304,822,152

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

330809

Website

integritywealthnw.com (opens in new tab)

Phone

(541) 650-6061

Can advise clients in 6 states: Arizona, California, New Mexico, Oregon, Texas, Washington

Other planners in Eugene that publish fees

• Guiding Financial, LLCEugene$200⁠-⁠$250/hr, $3,000⁠-⁠$6,000
• Insight Investment SolutionsEugene$145/hr
• Mallery FinancialEugene$150/hr
• Reign Wealth LogicEugene$500⁠-⁠$5,000
• Roehl & Yi Investment Advisors, LLCEugene$25,000
• Sittner & Nelson, LLCEugene$15,000⁠-⁠$30,000/yr

Compare all 16 planners in Eugene