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Integrity Advisory Solutions
Integrity Advisory Solutions is an SEC-registered investment adviser in Dallas, Iowa, registered since 2022. The firm manages $1.1 billion in regulatory...
Integrity Advisory Solutions
Integrity Advisory Solutions is an SEC-registered investment adviser in Dallas, Iowa, registered since 2022. The firm manages $1.1 billion in regulatory assets. It has 113 employees and 108 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Frequently asked questions
How is Integrity Advisory Solutions compensated?
Integrity operates on a fee-only basis, which means it is paid directly by clients and does not accept commissions, referral fees, or revenue-sharing payments from product providers. This model aligns the firm's incentives with client outcomes — compensation rises or falls with portfolio values, not transaction volume. Fee-only status is a basic structural test for fiduciary RIA classification under the Investment Advisers Act of 1940.
Does the firm serve institutional clients or only private wealth?
Integrity's primary client base is individuals and families, per its public profile as an RIA. Some registered investment advisors of its type also accept corporate retirement plans or small endowments, but the firm's marketing and footprint — single office, Dallas-based — suggest a concentration on private-wealth relationships rather than competing for institutional RFPs against larger outsourced-CIO providers.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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