About
Work directly with Todd Smurl, CFA, on your investments and personal financial planning. Integrity Financial Planning is an independent, fee-only fiduciary firm built around your circumstances, the costs you pay and the decisions ahead.
Meet your adviser
Founder and Portfolio Manager
Todd founded Integrity Financial Planning after 30 years in financial services, including Senior Wealth Advisor at Goldman Sachs Personal Financial Management, Chief Investment Officer at Compass Bank, and Senior Portfolio Manager at The Private Bank at Bank of America. He designs and manages Personal Index Portfolios for the firm's clients.
We are paid only by clients, not by commissions or product incentives. Our advisory fees and optional charges are published so you can review the cost of working together.
We act in your best interest. We explain recommendations, relevant trade-offs and potential conflicts so you can make informed decisions.
Our service is investment management and personal financial planning, not selling investment or insurance products. We consider your holdings, costs and priorities when recommending an approach.
Todd delivers both investment management and personal financial planning. Together, you agree on planning priorities, responsibilities for next steps and how progress will be reviewed.
Review our published fees, explore retirement planning or questions to ask before changing advisers.
For clients with assets under management under $500,000, the Advisor reserves the right to charge an hourly fee for financial planning.
We are members of the Institute for the Fiduciary Standard. Membership does not constitute an endorsement.
Registered investment adviser, CRD 310974. View Form ADV. Membership in the organizations shown does not constitute an endorsement. Disclosures.
A free introductory meeting, no obligation.
