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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2020
- Office Locations
- 2
Office Locations
About Integrity Financial Planning, LLC
Integrity Financial Planning is a Houston-area RIA providing life-focused financial planning and ongoing portfolio management for families, including clients approaching or in retirement. The firm emphasizes hyper-personalized “personal indexing” portfolios and active tax management using tax-loss harvesting and gains deferral within a defined tax budget and asset allocation. Portfolios are primarily ETF-based.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL TODD SMURL
Chief Compliance Officer, Managing Member
- CRD
- #2239030
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Robert Firth
Chief Compliance Officer, Founder, President
- CRD
- #5219584
EDMUND ELLIS LESAGE JR
Director
- CRD
- #2365506
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,042,456 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,042,456 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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