Financial Integrity Advisors, LLC
SEC RegisteredAbout the firm
A financial services company headquartered in Philadelphia, PA with offices in NYC and Baltimore. The firm serves individuals and families, corporations, and non-profits, government, and educational institutions with customized investment and financial planning strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment strategies for individuals and families; compensation and benefits packages to help corporations attract, retain, reward, and motivate employees; and financial planning for non-profits, government, and educational institutions.
Who they serve
Individuals and families, corporations, and non-profits, government, and educational institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $1.7M |
| High Net Worth Individuals | 1 | $1.8M |
| Charitable Organizations | 2 | $4.0B |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $5,000,000 | 1.00% |
| On the next $5,000,000 | 0.60% |
| On the next $10,000,000 | 0.50% |
| On the next $10,000,000 | 0.15% |
| On the next $10,000,000 | 0.10% |
| On the next $40,000,000 | 0.05% |
| Over $40,000,000 (from $80M) | 0.00% |
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Financial Integrity Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched