TrueAdvisor
TrueAdvisor
JH
CFP
JH
CFP

James Hundman

Integrity Alliance, LLC
27 Years of Experience
Scottsdale, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

James Hundman is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Scottsdale, AZ, with 27 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

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

Location

Scottsdale, AZ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

James owns Hundman Wealth Planning, LLC, providing investment advisory services and insurance sales, and spends about a third of his time there. He also owns Hundman Law Offices, focusing on estate planning, and dedicates about 10-20% of his time to this.

Employment History
Current Registrations
Integrity Alliance, LLC
August 2025 - Present · 1 yr 2 mos
Integrity Alliance, LLC.Broker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Lion Street Advisors, LLC
March 2017 - November 2025 · 8 yrs 8 mos
Lion Street Financial, LLCBroker
March 2017 - November 2025 · 8 yrs 8 mos
Triad Advisors, INC.Broker
October 2014 - May 2017 · 2 yrs 7 mos
Triad Advisors, INC.
October 2014 - May 2017 · 2 yrs 7 mos
LPL Financial LLC
March 2002 - November 2014 · 12 yrs 8 mos
LPL Financial LLCBroker
March 2002 - November 2014 · 12 yrs 8 mos
Pim Financial Services, INC.Broker
June 1999 - March 2002 · 2 yrs 9 mos
State Registrations5 states
AZFLILINTX
AdvisorBrokerBoth

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 Scottsdale, AZ →All financial advisors in Arizona →