Integrity Financial Corporation

680 S. CACHE ST., Jackson, Wyoming 83001

SEC CRD#137125
Last ADV filed: 04/02/2025
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.55%of assets under management

Detailed Fee Schedule

adviser to the Integrity Series and other IDF clients. The management fee ranges from 0.55% per annum to 1.00% per annum of the net asset value of the Integrity Series. SALI retains 0.06% per annum of the net asset value of the Integrity Series. Family Office / Investment Consulting Integri

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUM

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Integrity Financial Corporation — Fiduciary Advisor Profile | FiduciaryListings