# Integrity Advisory Solutions

> Integrity Advisory Solutions is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 288817
- Filed as: INTEGRITY ADVISORY SOLUTIONS
- Legal name: Integrity Advisory Solutions, LLC
- Also doing business as: ADR WEALTH MANAGEMENT, LLC, ADVISORY SYNERGIES, ALLIANCE APETE FINANCIAL, AMERICAN ACADEMY WEALTH, AMIR WEALTH PARTNERS, LLC, ARTIS WEALTH MANAGEMENT, LLC, ASSURANCE FINANCIAL, INC, BOTT WEALTH MANAGEMENT, CAB FINANCIAL,LLC, CLOCK TOWER WEALTH MANAGEMENT, INC., CONTENTMENT WEALTH, LLC, CURRY WEALTH PLANNING, ELEVATE LIFE AGENCY, FEDSMART RETIREMENT, FREEDOM FINANCIAL PARTNERS, GCP WEALTH, LLC, IFC NATIONAL MARKETING, INCOME FOCUSED ADVISORS, LLC, INTEGRITY WEALTH, JK FINANCIAL, LLC, KHT WEALTH MANAGEMENT, LLC, KNOTTS FINANCIAL SOLUTIONS, LLC, LEE LEGACY WEALTH, LLC, LEGACY CARE ADVISORS, LLC, LITHERLAND, KENNEDY & ASSOCIATES, LOVATO FINANCIAL, LLC, MIDWEST INSURANCE GROUP, LLC, MISSION FOCUSED CAPITAL MANAGEMENT, LLC, MORRIS HALL WEALTH, MORRISON MONEY MANAGEMENT, LLC, NEYENS WEALTH, LLC, NOVAK WEALTH ADVISORS, NWA WEALTH MANAGEMENT, LLC, POLYCHRONIS FINANCIAL, POTTER WEALTH PLANNING, LLC, PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING, RIDLEY WEALTH, LLC, ROBINSON WEALTH, S&K PRIVATE WEALTH ADVISORS, LLC, SCHOMER WEALTH ADVISORS, SETON WEALTH MANAGEMENT, LLC, SIDDIQI VENTURES, LLC, SILVERLEAF WEALTH MANAGEMENT, SUMMIT LIFE FINANCIAL, LLC, SUMMIT WEALTH GROUP, SURE FIRE FINANCIAL, LLC, THE BULES GROUP, TRUSTED ATTORNEY ADVISORS, PLLC, VESTED LEGACY WEALTH MANAGEMENT, LP, WEALTH FORMAT SYSTEM, ZLF ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288817
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-advisory-solutions-dallas-tx-288817

## Quick answers

**How is Integrity Advisory Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Advisory Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Integrity Advisory Solutions charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Integrity Advisory Solutions located?**
Integrity Advisory Solutions' principal office is in Dallas, TX, according to its Form ADV; the July 2026 filing also lists 15 other offices (Schedule D, Section 1.F).

**Is Integrity Advisory Solutions registered with the SEC or a state?**
Integrity Advisory Solutions is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288817.

**How much does Integrity Advisory Solutions manage?**
Integrity Advisory Solutions reports $1,103,455,772 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary).

**How have Integrity Advisory Solutions' assets and staff changed since 2022?**
In the Form ADV data for Integrity Advisory Solutions: Regulatory assets under management: $120,195,277 in the October 2022 data and $1,103,455,772 in the October 2026 data, up 818%. Total employees: 5 in October 2022 and 113 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrity Advisory Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,137); high net worth individuals (250); corporations or other businesses not listed above (24).

**Which custodians does Integrity Advisory Solutions use?**
Integrity Advisory Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Integrity Advisory Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288817

**What changed in Integrity Advisory Solutions' recent Form ADV filings?**
In the July 2026 filing data: No longer lists the business name LK Wealth, LLC. Added the business name Litherland, Kennedy & Associates.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Hourly rate: $500 an hour (financial planning services)

> Advisors typically charge no more than $500 per hour for financial planning services on an hourly basis and charge between $0 – $50,000 for financial planning services on a fixed basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,103,455,772
- Discretionary: $1,103,455,772
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,137 | $435,066,952 |
| High net worth individuals | 250 | $637,103,289 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $5,681,453 |
| Charitable organizations | Fewer than 5 | $59,634 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $376,657 |
| Corporations or other businesses not listed above | 24 | $25,167,787 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 113 total, 108 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Airmont, NY
- Burlington, NC
- Campbell, CA
- Columbia, MO
- Federal Way, WA
- Indianapolis, IN
- Mesa, AZ
- Omaha, NE
- Port St Lucie, FL
- Prescott, AZ
- Puyallup, WA
- Staten Island, NY
- Tampa, FL
- Urbandale, IA
- Worcester, MA

### Websites listed on Form ADV (Item 1.I)
- integritywealthsolutions.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $120,195,277 | 5 | August 17, 2022 |
| October 2023 | $128,865,287 | 17 | September 22, 2023 |
| October 2024 | $147,498,323 | 39 | September 20, 2024 |
| October 2025 | $512,263,824 | 90 | April 24, 2025 |
| October 2026 | $1,103,455,772 | 113 | June 11, 2026 |

Regulatory assets under management: $120,195,277 in the October 2022 data and $1,103,455,772 in the October 2026 data, up 818%.
Total employees: 5 in October 2022 and 113 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- No longer lists the business name LK Wealth, LLC.
- Added the business name Litherland, Kennedy & Associates.

### June 2026
- Registered or notice-filed in RI.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $512,263,824 to $1,103,455,772 (+115%).
- Employees performing advisory functions went from 90 to 108.
- Added the business name Advisory Synergies.
- Added the business name Curry Wealth Planning.
- Added the business name Polychronis Financial.
- Added the business name IFC National Marketing.
- Added the business name ADR Wealth Management, LLC.
- No longer lists the business name MJB Wealth Management, Inc..
- No longer lists the business name Wise Wealth Stewardship, Inc.
- No longer lists the business name Safeguard Retirement Advisors.
- Added an office in Campbell, CA.
- Added an office in Omaha, NE.
- Added an office in Staten Island, NY.
- No longer lists an office in El Segundo, CA.
- No longer lists an office in Houston, TX.
- No longer lists an office in Rolling Meadows, IL.

### February 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Registered or notice-filed in WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Advisory Solutions (CRD 288817): Form ADV filing data as of October 2026.