Brantley Whitley is a registered investment advisor at Integrity Advisory Solutions, based in Bonaire, GA, with 5 years of industry experience. Brantley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
Bonaire, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brantley is a partner in Financial Pro Academy, LLC, and also owns a fixed insurance sales business selling fixed life insurance products and annuities, dedicating about half his time to it. He is also a managing member of Nacomis, LLC and Income Focus Advisors, LLC, and has a minority stake in Price Wise Printing LLC.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Symetra Investment Services, INC.
Synovus Securities, INC.
Whitley Investment Management, INC.
Whitley Investment Management, INC.
Symetra Investment Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.