Integrity Wealth Partners, LLC fees and pricing

Financial planner in Walnut Creek, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Integrity Wealth Partners, LLC charges $400 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“For purposes of computing partial periods, an hourly fee may be assessed not to exceed $400.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees generally range from $1,500 to $10,000.”

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

How Integrity Wealth Partners, LLC bills

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

  • “Our firm bills on cash unless indicated otherwise in writing.”
  • “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
  • “Fees are negotiable at the sole discretion of our firm and will be deducted from client account(s).”

How Integrity Wealth Partners, LLC’s fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 7 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the California median of $5,000. 60% of the 796 other California planners that publish a flat or project fee charge less.
  • 7 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Integrity Wealth Partners, LLC

  • Principal: Ryder Brose
  • Firm size: 4 employees.
  • Registered as an adviser: 2013 (13 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
1.5% a year
Clients
231
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$193,862,881
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
167314
Website
facebook.com/investwithintegrity (opens in new tab)
Phone
(925) 300-3222

Can advise clients in 9 states: California, Florida, Hawaii, Idaho, Louisiana, Nebraska, Oregon, Texas, Washington

Other planners in Walnut Creek that publish fees

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