# Integrity Financial Planning, LLC

> Integrity Financial Planning, LLC is a state-registered investment advisory firm in Katy, TX, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 310974
- Filed as: INTEGRITY FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Katy, TX
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310974
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-financial-planning-llc-katy-tx-310974

## Quick answers

**How is Integrity Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Integrity Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Integrity Financial Planning, LLC located?**
Integrity Financial Planning, LLC's principal office is in Katy, TX, according to its Form ADV.

**Is Integrity Financial Planning, LLC registered with the SEC or a state?**
Integrity Financial Planning, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310974.

**How much does Integrity Financial Planning, LLC manage?**
Integrity Financial Planning, LLC reports $4,042,456 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Integrity Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (3); charitable organizations (1).

**Does Integrity Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310974

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,042,456
- Discretionary: $4,042,456
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,252,544 |
| High net worth individuals | 3 | $2,570,894 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 1 | $219,018 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrityfinancialplan.com
- Facebook @investpersonaly
- LinkedIn @toddsmurl
- X @investpersonaly

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity Financial Planning, LLC (CRD 310974): Form ADV filing data as of October 2026.