TrueAdvisor
TrueAdvisor
CC
CC

Chad Cassiani

Integrity Advisory Solutions
17 Years of Experience
Naples, FL
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Chad Cassiani is a registered investment advisor at Integrity Advisory Solutions, based in Naples, FL, with 17 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.

Integrity Advisory Solutions
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
127 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$454K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Naples, FL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad is involved in several business activities, including owning Cassiani Law Offices (primarily tax & estate planning), New Heights Insurance Services (fixed insurance sales), Executive Realty Services (rental real estate), Wealth Format System (investment advisory services), and New Heights Investment Advisory (accounting entity). He dedicates about a quarter of his time to the law office and insurance sales, minimal time to real estate and the investment advisory accounting entity, and full-time to the investment advisory services.

Employment History
Current Registrations
Integrity Advisory Solutions
October 2024 - Present · 2 yrs
Previous Registrations
Integrity Alliance, LLC
September 2023 - November 2024 · 1 yr 2 mos
Gladstone Wealth Partners
December 2022 - September 2023 · 9 mos
Brookstone Capital Management LLC
March 2018 - August 2022 · 4 yrs 5 mos
First American National Investment Advisors, LLC
April 2016 - March 2018 · 1 yr 11 mos
New Heights Investment Advisory, INC.
February 2009 - August 2016 · 7 yrs 6 mos
State Registrations2 states
FLWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Naples, FL →All financial advisors in Florida →