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Kyle Ladd

Integrity Alliance, LLC
12 Years of Experience
San Rafael, CA
Broker
View SEC Summary
View SEC Summary

Kyle Ladd is a registered investment advisor at Integrity Alliance, LLC, based in San Rafael, CA, with 12 years of industry experience. Kyle 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

1101 Fifth Ave., Suite 150, San Rafael, CA, 94901

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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 →
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
June 2026 - Present · 4 mos
O'donnell Financial Services, LLC
October 2025 - Present · 1 yr
Previous Registrations
Independent Financial Group, LLCBroker
March 2025 - May 2026 · 1 yr 2 mos
Independent Financial Group, LLC
March 2025 - March 2025 · 0 mos
Charles Schwab & CO., INC.
January 2022 - January 2024 · 2 yrs
Charles Schwab & CO., INC.Broker
January 2022 - January 2024 · 2 yrs
TD Ameritrade, INC.Broker
February 2021 - December 2023 · 2 yrs 10 mos
TD Ameritrade Investment Management, LLC
February 2021 - September 2023 · 2 yrs 7 mos
TD Ameritrade, INC.
February 2021 - October 2022 · 1 yr 8 mos
TD Ameritrade, INC.Broker
March 2018 - January 2021 · 2 yrs 10 mos
TD Ameritrade, INC.
March 2018 - January 2021 · 2 yrs 10 mos
TD Ameritrade Investment Management, LLC
March 2018 - December 2020 · 2 yrs 9 mos
Scottrade Investment Management
February 2017 - March 2018 · 1 yr 1 mo
Scottrade, INC.Broker
January 2017 - March 2018 · 1 yr 2 mos
Independent Financial Group, LLCBroker
October 2016 - December 2016 · 2 mos
O'donnell Financial Services, LLC
January 2016 - May 2017 · 1 yr 4 mos
Securities America, INC.Broker
January 2016 - September 2016 · 8 mos
NFP Advisor Services, LLC
January 2014 - June 2015 · 1 yr 5 mos
NFP Advisor Services, LLCBroker
January 2014 - June 2015 · 1 yr 5 mos
Morgan Stanley
February 2012 - November 2013 · 1 yr 9 mos
Morgan StanleyBroker
January 2012 - November 2013 · 1 yr 10 mos
State Registrations1 state
CA
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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