SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Integrity Advisory Solutions
Dallas, TX
Integrity Advisory Solutions, LLC, CRD 288817
Firm filing updated June 11, 2026 ·
- $1.1BAssets
- 108Advisory staff
- 4,143Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals2,137
- High net worth individuals250
- Corporations or other businesses24
- Pension and profit sharing plans17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,137 | $435.1 million |
| High net worth individuals | 250 | $637.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $5.7 million |
| Charitable organizations | Fewer than 5 clients | $59,634 |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $376,657 |
| Corporations or other businesses not listed above | 24 | $25.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING SERVICES"
Assets and accounts
- Regulatory assets$1.1 billion
- Accounts4,143
- DiscretionaryAll accounts
People
- Employees113
- Advisory staff108
- Broker-dealer reps4
- Licensed insurance agents45
- Planning clients11 to 25
Advisors
75 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Integrity Advisory Solutions, LLC SEC-registered investment advisor. CRD 288817, SEC file 801-123090.
- Registered with the SEC as an investment advisor (status date on record: January 20, 2022).
Is Integrity Advisory Solutions a fiduciary?
Short answer: Integrity Advisory Solutions is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 4 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
45 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.