Clint Thomas is a CFP-designated registered investment advisor at Integrity Wealth Solutions LLC, based in Denver, CO, with 23 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 190 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Wealth Solutions' annual fee is a fixed dollar amount based on the value of your portfolio. For accounts under $500,000, the annual fee is 1% of the portfolio value, charged quarterly. For new clients with portfolios under $500,000, the initial financial plan may be billed separately. For relationships above $500,000, financial planning services are included in the asset management fee.
Location
4725 S. Monaco Street, Suite 335, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrity Wealth Solutions LLC
Previous Registrations
M. J. Smith and Associates
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward JonesBroker
Edward Jones
M. J. Smith and Associates
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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