What we do
- Customized investment management through Personal Index Portfolios, using individual stocks and ETFs based on your circumstances and preferences. Optional active tax management is available for enrolled taxable assets, with a separate custodian charge.
- Personal financial planning alongside investment management, with priorities and next steps agreed with Todd. See the planning-fee terms below.
Who we work with
Retirees and pre-retirees, oil and gas professionals, and values-based investors.
You do not need to work in a particular industry to start a conversation. Houston-area families and professionals can explore whether our approach fits their priorities.
Our fees, in plain view
See the fees page. Financial planning is included as part of the investment management fee. For clients with assets under management under $500,000, the Advisor reserves the right to charge an hourly fee for financial planning.
Comparing us with another adviser? Read what to review about your actual costs, holdings and transition questions.
Meet your advisor
Todd Smurl, CFA founded the firm after 30 years in financial services, including roles at Goldman Sachs Personal Financial Management, Compass Bank, and Bank of America's Private Bank. He delivers both investment management and personal financial planning. Prior employment does not imply those firms endorse Integrity Financial Planning.
Schedule a free, no-obligation introductory meeting with Todd to discuss your priorities and whether working together makes sense. Prefer to ask a question first? Contact us.