Integrity Wealth Management, Inc. fees and pricing
Financial planner in Spokane, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 26, 2026, Integrity Wealth Management, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“If you engage our firm for financial planning-only services, we charge an hourly fee of $250 or a flat fee of up to $12,000 which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrity Wealth Management, Inc.’s fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- 3 of the 13 other planners in Spokane that publish an hourly rate charge less.
About Integrity Wealth Management, Inc.
“Individual Customized Portfolios Through our Investment Advisor Representatives (“Representatives”) we provide personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
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
- 1.25% a year
- Clients
- 167
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $163,150,031
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150103
- Phone
- (509) 315-9532
Can advise clients in 5 states: Arizona, California, Florida, Idaho, Washington
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Forum, Inc.Spokane$150/hr
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.