Integrity Financial Planning, LLC

Integrity Financial Planning, LLC (CRD# 310974) is a financial advisory firm headquartered in Katy, TX. They manage $3,877,622 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
23501 Cinco Ranch Blvd, Ste H120-172, Katy, TX 77494
http://www.integrityfinancialplan.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $168,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Integrity Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edmund Lesage, financial advisor Houston TX
Edmund E. Lesage
CRD#: 2365506
Houston, TX

Edmund Lesage (CRD# 2365506) is an Investment Advisor Representative working at Integrity Financial Planning, LLC in Houston, TX and has over 25 years of experience in the finance industry.

2
Michael Smurl, financial advisor Houston TX
Michael T. Smurl
CRD#: 2239030
Houston, TX

Michael Smurl (CRD# 2239030) is an Investment Advisor Representative working at Integrity Financial Planning, LLC in Houston, TX and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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