Fee-only adviser · Fort Worth, TX
Integrity Financial Group
Integrity Financial Group is a fee-only investment adviser registered with the securities regulators of Idaho, Texas, with its main office in Fort Worth, Texas. On its latest Form ADV, filed March 30, 2026, it reports $33M in regulatory assets under management, 119 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Idaho, Texas |
|---|---|
| Firm CRD number | 318877 |
| Office | 5748 Boat Club Road Fort Worth, TX 76179 |
| Phone | (817) 484-4814 |
| Website | Not listed |
| Regulatory assets under management | $33M |
| Individual clients | 102 non-high-net-worth, 17 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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See all 36 fee-only advisers in Fort Worth →
Nearby
- DWG 1 firm
- North Richland Hills 2 firms
- Keller 1 firm
- Colleyville 2 firms
- Burleson 1 firm
- Arlington 1 firm
- Aledo 1 firm
- Mansfield 1 firm
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