# Integrity First Financial Planning LLC

> Integrity First Financial Planning LLC is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 307515
- Filed as: INTEGRITY FIRST FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307515
- AdvisorCensus page: https://advisorcensus.com/firm/integrity-first-financial-planning-llc-307515

## Quick answers

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

**Is Integrity First Financial Planning LLC registered with the SEC or a state?**
Integrity First Financial Planning LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307515.

**How much does Integrity First Financial Planning LLC manage?**
Integrity First Financial Planning LLC reports $14,723,605 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Integrity First Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (6).

**Does Integrity First 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/307515

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $14,723,605
- Discretionary: $14,723,605
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,419,508 |
| High net worth individuals | 8 | $12,304,097 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrityfirstfp.com
- Facebook @Integrity-First-Financial-Planning-LLC-102247711585933
- LinkedIn @jim-harvey-40677013

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrity First Financial Planning LLC (CRD 307515): Form ADV filing data as of October 2026.