# McQueen Financial Advisors II, Inc.

> McQueen Financial Advisors II, Inc. is an SEC-registered investment advisory firm in Clawson, MI, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 109325
- Filed as: MCQUEEN FINANCIAL ADVISORS II, INC.
- Also doing business as: INTEGRITY INVESTMENT MANAGEMENT MFA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clawson, MI
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109325
- AdvisorCensus page: https://advisorcensus.com/firm/mcqueen-financial-advisors-ii-inc-clawson-mi-109325

## Quick answers

**How is McQueen Financial Advisors II, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McQueen Financial Advisors II, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does McQueen Financial Advisors II, Inc. charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Hourly rate: $350 an hour (Consulting Services for a senior advisor); Hourly rate: $175 an hour (Consulting Services for an analyst). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is McQueen Financial Advisors II, Inc. located?**
McQueen Financial Advisors II, Inc.'s principal office is in Clawson, MI, according to its Form ADV.

**Is McQueen Financial Advisors II, Inc. registered with the SEC or a state?**
McQueen Financial Advisors II, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109325.

**How much does McQueen Financial Advisors II, Inc. manage?**
McQueen Financial Advisors II, Inc. reports $10,093,855,538 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (3% discretionary).

**How have McQueen Financial Advisors II, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for McQueen Financial Advisors II, Inc.: Regulatory assets under management: $7,845,774,694 in the October 2021 data and $10,093,855,538 in the October 2026 data, up 29%. Total employees: 38 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McQueen Financial Advisors II, Inc. serve?**
By number of clients on Form ADV Item 5.D: banking or thrift institutions (104); individuals (other than high net worth individuals) (17); high net worth individuals (2).

**Does McQueen Financial Advisors II, Inc. 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/109325

**What changed in McQueen Financial Advisors II, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 17.

## 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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Hourly rate: $350 an hour (Consulting Services for a senior advisor)

> For Consulting Services McQueen Financial Advisors II, Inc. will receive a fee of $350 per hour for a senior advisor

- Hourly rate: $175 an hour (Consulting Services for an analyst)

> For Consulting Services McQueen Financial Advisors II, Inc. will receive a fee of $350 per hour for a senior advisor and $175 per hour for an analyst.

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

### Regulatory assets under management (Item 5.F)
- Total: $10,093,855,538
- Discretionary: $252,727,618
- Non-discretionary: $9,841,127,920

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $10,466,696 |
| High net worth individuals | 2 | $12,400,564 |
| Banking or thrift institutions | 104 | $10,070,988,278 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2000 (26 years)
- Employees: 50 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MI, NE, NY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [m-f-a.com](https://m-f-a.com)
- [mfa-iim.com](https://mfa-iim.com)
- LinkedIn @1451256

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $7,845,774,694 | 38 | May 13, 2021 |
| October 2022 | $12,809,582,234 | 39 | September 19, 2022 |
| October 2023 | $11,794,814,698 | 50 | September 6, 2023 |
| October 2024 | $11,615,174,704 | 50 | March 27, 2024 |
| October 2025 | $10,092,382,158 | 53 | March 26, 2025 |
| October 2026 | $10,093,855,538 | 50 | March 25, 2026 |

Regulatory assets under management: $7,845,774,694 in the October 2021 data and $10,093,855,538 in the October 2026 data, up 29%.
Total employees: 38 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 17.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McQueen Financial Advisors II, Inc. (CRD 109325): Form ADV filing data as of October 2026.