I'm Todd, founder and portfolio manager at Integrity Financial Planning. You work directly with me on both customized investment management and personal financial planning.
Career
Before founding Integrity Financial Planning, I worked as a 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.
That experience informs how I review what you own, what it costs and how your investments relate to retirement and personal planning decisions.
Why I started Integrity
I built the firm around independent, fee-only fiduciary advice and direct accountability. Whether you are approaching retirement or already retired, the conversation starts with your circumstances, existing advice and the decisions ahead.
Personal Index Portfolios can use individual stocks for U.S. large-cap exposure and low-cost ETFs for other parts of the allocation. That structure allows us to consider direct-stock holdings individually alongside investment costs, requested exclusions and tax trade-offs. Optional active tax management is available for enrolled taxable assets at a separate Altruist charge of up to 0.10% per year; Integrity Financial Planning receives no part of that charge. Review the complete fees.
For clients with assets under management under $500,000, the Advisor reserves the right to charge an hourly fee for financial planning.
Education and memberships
I hold a B.A. from the University of Central Arkansas and an MBA from the University of Arkansas at Little Rock. I'm a proud member of the CFA Institute and the CFA Society of Houston.
Outside the office
Outside the office, I enjoy tennis and skiing. I also appreciate getting to know the interests and priorities that make each client’s life their own.
If you are considering whether a different advisory relationship would fit, I'd be glad to talk. Book a free, no-obligation introductory meeting, about 30 minutes by video or phone, to discuss your goals and questions.
