What Integrity Wealth Partners does

Integrity Wealth Partners, LLC is a fee-only registered investment adviser headquartered at 1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, California. Founded in 2006 and celebrating 20 years in operation, the firm delivers personalized financial planning, retirement planning, portfolio management, and qualified retirement plan services to high-net-worth individuals and families, business owners, and professionals with employer-sponsored retirement accounts in the San Francisco Bay Area. The firm emphasizes independent, fiduciary advice and explicitly states it carries no proprietary products, positioning around objective, best-in-class counsel.

The firm's core offering is a unified wealth management service rather than discrete products: financial planning, investment management, retirement planning, and estate and tax strategies are delivered through coordinated portfolio construction. A recent capability addition, launched in February 2026, is 401(k) Held-Away Account Management, which allows the firm to professionally manage and rebalance employer-sponsored accounts (401(k), 403(b), 457(b), TSP) while assets remain at the client's existing custodian. The technology stack is entirely third-party: eMoney Advisor for financial planning, reporting, and client portal access, and Charles Schwab (formerly also TD Ameritrade, prior to Schwab's 2020 acquisition) for custody and trading. The differentiator claimed by the firm is interoperability across these platforms to deliver integrated reporting and coordinated allocation across all client accounts, including held-away workplace plans.

Commercially, Integrity Wealth Partners operates a sales-led, relationship-driven go-to-market. Client acquisition is driven by direct, face-to-face advisory engagement from the Walnut Creek office, community presence, referrals, and content marketing via blog and Facebook. Revenue is generated through recurring advisory fees on managed assets, with no commission-based or proprietary product revenue. The firm is privately held as an LLC with no parent company, no institutional investors, and no disclosed funding. Headcount is in the 1-10 range, with Rick Connett (CFP, formerly of Morgan Stanley and Ameriprise Financial) as the named financial advisor. Geographic reach is regional, confined to Northern California and the Bay Area.

Name

Integrity Wealth Partners

Legal name

Integrity Wealth Partners, LLC

Website

https://investwithintegrity.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Integrity Wealth Partners is a fee-only registered investment adviser in Walnut Creek, California, serving Bay Area high-net-worth individuals, families, and business owners with financial planning, portfolio management, and held-away 401(k) management built on eMoney Advisor and Charles Schwab.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Financial planning services
• Investment management
• Retirement planning
• Wealth management advisory
• Fee-only registered advisor

Headquarters

HQ city

Walnut Creek

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Advisory Fees: The firm operates as a fee-only registered investment advisor with no proprietary products, charging advisory fees for financial planning and investment management services. The firm provides unbiased, objective advice without commission-based product sales.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Integrity Wealth Partners is a fee-only registered investment adviser that delivers custom-tailored financial planning, retirement planning, portfolio management, and qualified retirement plan (including 401(k), 403(b), 457(b), TSP) management services to individuals, families, and small businesses in the San Francisco Bay Area. The firm provides ongoing investment management and rebalancing, coordinates strategy across all accounts (including held-away workplace retirement accounts), and supports estate and tax planning outcomes through third-party platforms eMoney Advisor and Charles Schwab.

Product overview

Integrity Wealth Partners is a registered investment advisory firm offering a unified wealth management service focused on financial planning and investment management. The firm provides Financial Planning, Retirement Planning, Portfolio Management, and Qualified Retirement Plans as core services. A key differentiator is the 401(k) Held-Away Account Management capability, which allows the firm to professionally manage and rebalance workplace retirement accounts while assets remain at the existing custodian, enabling full portfolio integration rather than fragmented account management. The firm has no proprietary products, providing only best-in-class counsel through third-party platforms including eMoney Advisor for financial planning and Charles Schwab for investment custody.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Custom-tailored financial planning service that helps families create, implement, and maintain investment plans specific to each individual's situation; designed for individuals, families, and small businesses navigating long-term financial goals.
• Retirement Planning Comprehensive retirement planning services to help clients prepare for and manage their retirement years, covering retirement income, asset allocation, and strategy coordination.
• Portfolio Management Proactive investment management with asset allocation and coordination of investment strategy across all of a client's accounts, providing streamlined portfolio reporting.
• Qualified Retirement Plans Management of employer-sponsored retirement plans including 401(k), 403(b), 457(b), and Thrift Savings Plans (TSP), coordinating those workplace accounts with the client's overall investment strategy.
• 401(k) Held-Away Account Management Professional management and rebalancing of workplace retirement accounts (401(k), 403(b), 457(b)) while assets remain at the existing custodian, integrating held-away accounts into the client's overall investment strategy.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a primary custodian for client accounts. The firm integrates with Schwab's platform for account access and management, providing clients with secure access to their investment accounts.
• eMoney AdvisorcoreTechnology or IntegrationeMoney Advisor provides the wealth management system and financial planning platform used by the firm for comprehensive financial plan access and portfolio reporting.

Scale indicators2 records

Recent moves3 records

Expansion highlights3 records

Emerging players

• Facet Wealth: Digital-first RIA serving HNW clients nationally with flat-fee financial planning and investment management — a credible emerging competitor to small RIAs by combining technology with fiduciary advice.

Broad incumbents

• Buckingham Strategic Wealth: National fee-only RIA providing financial planning and investment advisory services for HNW households, sharing Integrity Wealth Partners' fiduciary, fee-only positioning and advisor-led model.
• Edelman Financial Engines: Large hybrid RIA combining technology and personal advisor support for retirement planning and wealth management, including workplace plan integration — analogous to Integrity's 401(k) Held-Away offering.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, retirement planning, and estate planning for HNW individuals and families — directly overlapping with Integrity Wealth Partners' full-service wealth management offering.
• Mariner Wealth Advisors: Large independent RIA providing comprehensive wealth advisory, financial planning, and investment management to HNW clients, similar in service breadth and fee-only philosophy to Integrity Wealth Partners.
• Fisher Investments: Large global RIA providing discretionary portfolio management to HNW individuals and institutions, overlapping significantly with Integrity's investment management and financial planning service line.
• Carson Group: Independent RIA platform offering wealth management, investment advisory, retirement, and tax planning for HNW individuals and business owners — a comparable full-service model targeting the same client segments.
• Hightower Advisors: Large independent RIA providing comprehensive wealth management, financial planning, and investment advisory to HNW individuals and families across multiple U.S. markets.
• Schwab Wealth Advisory: Custodian-affiliated advisory service offered by Charles Schwab, Integrity's primary custodian — represents a directly accessible alternative for HNW clients evaluating advisor vs. custodian-led wealth management.

Others

• Sanctuary Wealth: Wealth management ecosystem providing operational, technology, and investment infrastructure to independent advisors — relevant ecosystem context for a small RIA evaluating scale, succession, or partnership options.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/InvestwithIntegrity

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrity Wealth Partners