{
  "crd_number": 313369,
  "slug": "integrity-financial-advisors-llc-woburn-ma-313369",
  "primary_business_name": "INTEGRITY FINANCIAL ADVISORS, LLC",
  "legal_name": "INTEGRITY FINANCIAL ADVISORS, LLC",
  "dbas": [
    "ADVANCED FINANCIAL PARTNERS",
    "ROBERTS FINANCIAL PARTNERS GROUP",
    "TWO TUGBOATS LLC"
  ],
  "city": "Woburn",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 134863176.0,
  "raum_discretionary": 115159697.0,
  "raum_non_discretionary": 19703479.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 75734203.0,
      "count": 208
    },
    "pension_profit_sharing": {
      "raum": 19702911.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 35041347.0,
      "count": 22
    },
    "corporations_other_businesses": {
      "raum": 4384715.0,
      "count": 5
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "IL",
    "MA",
    "ME",
    "NC",
    "NH",
    "OK",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://advancedfinancialpartners.com",
    "https://integrityfa.com",
    "https://twotugboats.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313369",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "WOBURN",
  "url": "https://advisorcensus.com/firm/integrity-financial-advisors-llc-woburn-ma-313369",
  "display_name": "Integrity Financial Advisors, LLC",
  "summary": "Integrity Financial Advisors, LLC is an SEC-registered investment advisory firm in Woburn, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Integrity Financial Advisors, LLC (CRD 313369): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Integrity Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrity Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Integrity Financial Advisors, LLC located?",
      "a": "Integrity Financial Advisors, LLC's principal office is in Woburn, MA, according to its Form ADV; the July 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Integrity Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Integrity Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 313369."
    },
    {
      "q": "How much does Integrity Financial Advisors, LLC manage?",
      "a": "Integrity Financial Advisors, LLC reports $134,863,176 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (85% discretionary)."
    },
    {
      "q": "How have Integrity Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrity Financial Advisors, LLC: Regulatory assets under management: $0 in the October 2021 data and $134,863,176 in the October 2026 data. Total employees: 3 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrity Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (208); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does Integrity Financial Advisors, LLC use?",
      "a": "Integrity Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrity Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313369"
    },
    {
      "q": "What changed in Integrity Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Added an office in Portsmouth, NH. No longer lists an office in Kittery, ME."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 3,
      "filing_date": "2021-07-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 62502395.0,
      "total_employees": 5,
      "filing_date": "2022-04-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 75538053.0,
      "total_employees": 5,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 103623839.0,
      "total_employees": 9,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124354304.0,
      "total_employees": 10,
      "filing_date": "2025-04-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 134863176.0,
      "total_employees": 9,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added an office in Portsmouth, NH.",
        "No longer lists an office in Kittery, ME."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 8."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/integrity-financial-advisors-llc-woburn-ma-313369.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 208,
      "fewer_than_5": false,
      "raum": 75734203.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 35041347.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 19702911.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4384715.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313369",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}