RIA Intel›Advisers›Ohio›INTEGRITY FIRST PLANNERS, INC.

INTEGRITY FIRST PLANNERS, INC.

Advisory

OH

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in OH

#725

of 748 advisers by AUM

Average account

$319K

across 163 accounts

AUM per adviser

$52M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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INTELLINOMICS, INC.

$51M

FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.

OLMSTED FALLS, OH

$53M

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