Integrity ROAD Wealth Partners LLC
SEC RegisteredNavigate Financial Life on Purpose with Integrity Road Wealth.
About the firm
Integrity Road Wealth Partners offers financial planning and private wealth management services for high-achieving multigenerational families, blended families, and singles aspiring to meet their unique lifetime, charitable, and legacy goals. The firm is fee-only, charges no commissions, and takes a financial planning-centric approach to investment, tax planning, and estate strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, risk assessment, portfolio management, asset location management, tax planning, estate strategies, and charitable planning. The most popular offering is a Private Wealth Management & Financial Planning package that includes ongoing financial planning and portfolio management.
Who they serve
High-achieving multigenerational families, blended families, and singles; with particular experience working with charitably-inclined women, retirees, corporate executives, business owners, engineers, attorneys, airline pilots, and other professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $11M |
| High Net Worth Individuals | 42 | $115M |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.75% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $2,000,000 | 0.50% |
| Next $5,000,000 | 0.35% |
| Greater than $10,000,000 | 0.25% |
Data as of April 8, 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. Integrity ROAD Wealth Partners 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.
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