Registration
Integrity Financial Planning, LLC ("Integrity," "we") is an investment adviser registered with the Texas State Securities Board and the Louisiana Office of Financial Institutions. Registration does not imply a certain level of skill or training. Our Form ADV, including Part 2A (the brochure), is available on the Investment Adviser Public Disclosure (IAPD) website under CRD number 310974: adviserinfo.sec.gov/firm/summary/310974. We will provide a copy on request.
We may only transact business in states where we are registered, notice-filed, or exempt from registration. Nothing on this website is a solicitation in any jurisdiction where such a solicitation would be unlawful.
Fiduciary and compensation
We act as a fiduciary to our advisory clients. We are compensated solely by fees paid by our clients, as described on our fees page and in Form ADV Part 2A. We do not receive commissions, 12b-1 fees, referral fees, or other compensation from product providers.
Nature of website content
Information on this website is for general educational purposes only and does not constitute personalized investment, tax, legal, or accounting advice. It should not be relied on as the sole basis for any decision. Consult your own advisers about your situation. Content is believed accurate as of the "last reviewed" date shown on each page but may become outdated; tax law in particular changes frequently.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any hypothetical illustrations, case studies, or sample reports on this site are for illustration only; case studies may combine or alter details to protect client confidentiality and do not represent any specific client's results.
Estimated tax savings figures, including those in the Estimated Taxes Saved reports prepared by Altruist, are estimates based on assumptions described in the report and are not guarantees.
Custody and third-party fees
Client accounts are held in the client's own name at Altruist Financial LLC, an SEC-registered broker-dealer and member of FINRA and SIPC, which acts as qualified custodian. We can place trades and deduct the advisory fee the client has agreed to, but we cannot withdraw client funds. Clients receive statements and online access directly from Altruist. For clients who elect active tax management, Altruist LLC charges up to 0.10% per year on the enrolled assets for its tax-management tool and deducts it from the client's account; this charge is separate from our advisory fee, and Integrity Financial Planning receives no part of it.
In August 2026, Vanguard announced an agreement to acquire Altruist; the transaction is expected to close later in 2026. Vanguard is not affiliated with Integrity Financial Planning and does not endorse our services.
Not a CPA firm
Integrity Financial Planning, LLC is not a CPA firm and does not prepare tax returns or provide attest services. Nothing on this site is a substitute for the advice of your tax preparer.
Professional designations
- CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Third-party links and content
This website links to third-party sites, documents, and tools we do not control. We are not responsible for their content, accuracy, or privacy practices. Membership in organizations such as the Institute for the Fiduciary Standard, Fee-Only Network, Garrett Planning Network, or Wealthtender does not constitute an endorsement of Integrity by those organizations, and any fees paid for membership or listing are disclosed in Form ADV where required.
Testimonials and ratings
This website does not currently display client testimonials or endorsements. Any future testimonials or endorsements will comply with applicable marketing rules, including disclosure of whether the person is a client and whether compensation was paid.
Privacy
Our privacy policy describes what information we collect and how we use it. Our contact form is protected by Cloudflare Turnstile; submissions are delivered to the firm and are not sold.
Questions
Email hello@integrityfinancialplan.com or call (281) 241-4373.