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Integrity Financial is a investment adviser based in Jackson, WY, that holds a 76.2/100 Fidelon TransparencyScore (th percentile), with 16 registered advisors. Score based on public SEC and FINRA filings.

76.2Transparency Score
Bottom19%

Integrity Financial

A registered investment adviser with a clean regulatory record.

680 S. Cache St., Suite 100 - 7403, Jackson, WY, 83001
8007944015Website
Investment AdviserFiduciary
Prep Kit

Fidelon Fact Sheet

Integrity Financial Corporation is an investment adviser that reports a clean regulatory record with zero disclosures or complaints. The firm is based in Jackson, Wyoming and serves a primarily retail client base. It manages investment portfolios, provides financial planning, and offers private and alternative investments. The firm is paid a percentage of client assets and reports no commission income. It also reports custody of client assets, which means it or a related party can hold or access client funds.

76.2FairBottom 19% of scored firms
How they're paidNo advisory commissions, but they also sell products.
Asset-based fees
Duty to youLegally required to put your interests first.
Registered adviser · fiduciary
Assets under managementAcross 1,443 client accounts.
$868.1M
Firm size
16 advisors
Who holds your moneyThe firm or a related party can hold or access client funds.
Custody disclosed
Regulatory recordNo customer complaints, regulatory actions, or fines on file.
Clean — 0 disclosures
Based on live filings from SEC Form ADV and FINRA BrokerCheck. Scored using Fidelon's published methodology. Data as of Apr 2026

Peer Context

Compare Integrity Financial to other firms in WY →Find more financial advisors in Wyoming →

Key Findings

Strengths

  • Registered as investment adviser with fiduciary obligation
  • Clean regulatory record — no disclosures, arbitrations, or fines

Things You Should Know

  • Conflict disclosure in the client summary — filings provide less detail than higher-scoring peers in this area
  • Fee disclosure could be more detailed — regulatory filings describe fee schedules and service terms less clearly than top-scoring peers

Conflict Audit

Conflict AuditCaution

Our analysis identified 1 potential conflict of interest in regulatory filings.

✓
Not registered as broker-dealer
✓
No commissions on advisory accounts
✓
No outside compensation from related parties
✓
No related-party custodian
✓
No performance-based fees
⚠
Also sells insurance — can earn money beyond advisory fees

Source: Form ADV Part 1, Items 6-8; Part 2A, Items 10-14

What this firm says about how it gets paid

“The more assets you invest with us, the more you will pay in management fees; thus, Integrity is incentivized to encourage you to increase the assets under management in your account(s).”
“our investment professionals may recommend insurance products for which they receive a commission directly from the insurance carrier.”

Source: the firm’s own Form CRS, filed 2026-03-27 — quoted directly

Regulatory Events

Next Steps

This firm's score reflects some areas where disclosure could improve. Here's what that means for you.
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Advisor Roster

16 advisors

AdvisorScoreGrade
Scott Adam Wilson——
Michael Anthony Sanchez——
Deann Nichole Cross——
Kristofer Ryan Gray——
Theodore Michael Steelman——
Lowell McCarthy——
Logan Hunter Robert Thompson——
Daniel Brett Van Attenhoven——
Ryan William Sapp——
Loren Wengerd——

Meeting Prep Kit for Integrity Financial CORPORATION

Walk into your next meeting fully prepared. We'll generate a meeting prep kit based on Integrity Financial CORPORATION's actual regulatory filings — not generic advice.

✓Fee structure breakdown
✓Conflict of interest analysis
✓Regulatory track record
✓Fiduciary status check
✓Personalized questions to ask
✓How they compare locally

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Frequently Asked Questions

What does the TransparencyScore measure?

The TransparencyScore measures how clearly and completely an advisor or firm discloses important information in their regulatory filings — things like fees, conflicts of interest, disciplinary history, and business practices. A higher score means better disclosure quality, not better investment performance.

Where does this data come from?

All data comes from public regulatory filings: SEC Form ADV (Parts 1, 2, and 3), FINRA BrokerCheck, and the SEC's Investment Adviser Public Disclosure (IAPD) database. These are official filings that firms and advisors are legally required to submit.

Does a low score mean they're a bad advisor?

Not necessarily. A low score means the firm's public filings are less transparent — they may use vague language about fees, skip details about conflicts, or have a more complex regulatory history. Some excellent advisors work at firms with poor disclosure practices. The score measures the filing, not the person.

How often is this data updated?

Fidelon refreshes data from SEC and FINRA sources on a regular schedule. Form ADV filings are updated annually by firms (with amendments throughout the year), and BrokerCheck data is updated as events are reported. Scores are recalculated after each data refresh.

Can an advisor or firm improve their score?

Yes. Scores are based on what's in public filings. A firm that rewrites its ADV brochure in clearer language, discloses conflicts more specifically, or resolves outstanding regulatory issues will see its score improve at the next refresh. The incentive structure is intentional.

Data Sources

SEC Form ADV Part 1 — Filed Mar 2026SEC Form ADV Part 2ASEC IAPDFINRA BrokerCheck

Scores are generated using Fidelon's published scoring methodology and reflect the quality of public disclosures, not the quality of investment advice. A firm that improves its disclosures will see its score improve. Fidelon does not provide investment advice.

Verify on SEC IAPD

Last scored: · Score version: 3.8 · CRD #137125