Integrity First Planners, Inc.

Integrity First Planners, Inc. (CRD# 167305) is a financial advisory firm headquartered in Beachwood, OH. They manage $12,000,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $79,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Integrity First Planners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth P. Butze
CRD#: 2965709
One Chagrin Highlands, 2000 Auburn Dr., Suite 200, Beachwood, OH 44122
96
Wealthminder
score

Kenneth Butze (CRD# 2965709) is an Investment Advisor Representative working at Integrity First Planners, Inc. in Beachwood, OH and has over 20 years of experience in the finance industry. Kenneth Butze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.