Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Barry is an attorney for the American Academy of Estate Planning Attorneys and the owner of Zimmer Law Firm, LLC, spending full-time hours on each. He also provides investment advisory services through American Academy Wealth and ZLF Advisory Services, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
Integrity Advisory Solutions
April 2025 - Present · 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.