Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,825 clients
Average Client Portfolio
$373K average
Assets Under Management
$680.1M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $25.0M1.00%
$25M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1030 North Center Parkway, Kennewick, WA, 99336

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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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Employment History
Current Registrations
Integrity Financial Corporation
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Edward Jones
August 2018 - October 2019 · 1 yr 2 mos
Edward JonesBroker
July 2018 - October 2019 · 1 yr 3 mos
State Registrations2 states
WAWY
Advisor
Exams
No exam information available for this advisor.