Integrity Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Integrity Financial Advisors reports 240 clients. They include 208 individual clients, 22 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 85.4% ($115M across 489 accounts) are managed with discretion; $19.7M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 56% |
| High-net-worth individuals | 9% | 26% |
| Pension and profit-sharing plans | 2% | 15% |
| Corporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 208 | $75.7M | 56.2% | $364K |
| High-net-worth individuals | 22 | $35M | 26.0% | $1.59M |
| Pension and profit-sharing plans | 5 | $19.7M | 14.6% | $3.94M |
| Corporations and other businesses | 5 | $4.38M | 3.3% | $877K |
| Total | 240 | $135M | 100% | $562K |
- Clients
- 208
- Regulatory AUM
- $75.7M
- AUM share
- 56.2%
- Avg. per client
- $364K
- Clients
- 22
- Regulatory AUM
- $35M
- AUM share
- 26.0%
- Avg. per client
- $1.59M
- Clients
- 5
- Regulatory AUM
- $19.7M
- AUM share
- 14.6%
- Avg. per client
- $3.94M
- Clients
- 5
- Regulatory AUM
- $4.38M
- AUM share
- 3.3%
- Avg. per client
- $877K
Total
- Clients
- 240
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- $562K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Integrity Financial Advisors is paid through a percentage of assets under management and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Auour Investments LLC owns 50% to 75% of Integrity Financial Advisors and is in turn owned by Robert Kuftinec (25–50%) and Joseph Hosler (25–50%). The leadership team of Integrity Financial Advisors includes Chief Compliance Officer Joseph Hosler. It has 9 employees, 8 of them in advisory roles.
Staff
- 9 employees
- 8 in advisory functions
- 8 state-registered reps
- 7 insurance agents
- Owns 50% to 75% of Integrity Financial Advisors, LLC
Auour Investments LLC
Control person · since March 2021
- Owns 25% to 50% of Auour Investments LLC
Robert Kuftinec
Control person · since January 2015
- Owns 25% to 50% of Auour Investments LLC
Joseph Hosler
Control person · since March 2013
- Owns 50% to 75% of Integrity Financial Advisors, LLC
Advanced Financial Partners, LLC
Control person · since March 2021
- Owns 75% or more of Advanced Financial Partners, LLC
Robert Held
Control person · since June 2008
Integrity Financial Advisors’ regulatory assets grew Infinity× from $0 (July 2021) to $135M (June 2026); employees rose from 3 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $135M | 240 | 9 | 6 |
| Apr 2025April 2025 | $124M | 237 | 10 | 7 |
| Mar 2024March 2024 | $104M | 232 | 8 | 5 |
| Apr 2023April 2023 | $75.5M | 190 | 5 | 4 |
| Apr 2022April 2022 | $62.5M | 139 | 5 | 4 |
| Jul 2021July 2021 | $0 | 0 | 3 | 1 |
Besides its headquarters, Integrity Financial Advisors has 5 offices (2 private residences, listed without an address), with 4 listed addresses across 4 states.
Massachusetts · 1 listed address
- 400 Tradecenter, Suite 3990, WoburnHQ
New Hampshire · 1 listed address
- 500 Market Street, Portsmouth
Oklahoma · 1 listed address
- 2524 N. Broadway, Edmond
Pennsylvania · 1 listed address
- 100 West Main Street, Lansdale
Other business names
Integrity Financial Advisors has reported 3 other business names to the SEC.
- Advanced Financial Partners
- Roberts Financial Partners Group
- Two Tugboats LLC
Contact and registration details
- Legal name
- Integrity Financial Advisors, LLC
- Headquarters
- 400 Tradecenter, Suite 3990, Woburn, MA 01801
- Website
- integrityfa.com
- Phone
- 978-338-4830
- SEC file
- 801-121305
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Integrity Financial Advisors’ named custodians for separately managed accounts are Charles Schwab ($86.7M, 79%) and Fidelity ($22.4M, 21%). Integrity Financial Advisors has custody of $148K for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $86.7M79%
- FidelityNational Financial Services LLC · Boston, MA · $22.4M21%
At year end, Integrity Financial Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks4%
- Exchange-traded equities3%
- Non-exchange-traded equities1%
- Funds93%
- Registered funds89%
- Pooled vehicles4%
- Cash3%
How many clients does Integrity Financial Advisors have?
Integrity Financial Advisors has 240 clients and manages $135 million for them, as of June 2026. They include 208 individual clients, 22 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 June 2026
What services does Integrity Financial Advisors offer?
Integrity Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Integrity Financial Advisors use?
Integrity Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $86.7M and National Financial Services LLC (Boston, MA), with $22.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 June 2026
How many financial advisors does Integrity Financial Advisors have?
Integrity Financial Advisors has 8 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrity Financial Advisors invest in?
At the end of its last fiscal year, Integrity Financial Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 4% pooled vehicles (private funds and similar), 3% exchange-traded equities, 3% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrity Financial Advisors?
Integrity Financial Advisors is owned through holding companies by Robert Held, Robert Kuftinec and Joseph Hosler. Its direct owners are Auour Investments LLC (50% to 75%) and Advanced Financial Partners, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 June 2026
How does Integrity Financial Advisors get paid?
Integrity Financial Advisors is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrity Financial Advisors?
Integrity Financial Advisors’ main office is at 400 Tradecenter, Suite 3990, Woburn, MA 01801. Its phone number is 978-338-4830. Its website is integrityfa.com.