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
- 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
- Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000-$15,000
- Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100-$2,000
- Burton Enright WelchWalnut Creek$350/hr, $2,500-$10,000
- Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
- Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
- Dawson Investment ManagementWalnut Creek$1,000/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.