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CFP
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CFP

Shelley Nadel

Integrity Alliance, LLC
18 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Shelley Nadel is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Houston, TX, with 18 years of industry experience. Shelley 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

One Riverway, #1700, Houston, TX, 77056

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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.
Employment Separation After Allegations
April 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Shelley uses Financial Success Strategies, LLC as a marketing name for her insurance and SEC business, and is appointed with OneHouston to sell insurance products. She also owns Food and Finance with Shelley LLC, providing financial literacy education, and works as a financial advisor with Csenge Advisory Group.

Employment History
Current Registrations
Integrity Alliance, LLC
November 2025 - Present · 11 mos
Integrity Alliance, LLC.
November 2025 - Present · 11 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Csenge Advisory Group, LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lion Street Advisors, LLC
October 2019 - November 2025 · 6 yrs 1 mo
Lion Street Financial, LLCBroker
October 2019 - November 2025 · 6 yrs 1 mo
Lion Street Advisors, LLC
October 2019 - October 2019 · 0 mos
Fsc Securities Corporation
July 2016 - October 2019 · 3 yrs 3 mos
Fsc Securities CorporationBroker
June 2016 - October 2019 · 3 yrs 4 mos
Fsc Securities Corporation
June 2016 - June 2016 · 0 mos
Wells Fargo Advisors, LLC
February 2011 - May 2016 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2016 · 5 yrs 4 mos
MML Investors Services, INC.Broker
April 2008 - December 2010 · 2 yrs 8 mos
State Registrations10 states
CAFLGAINNCNMNYOHPATX
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.
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