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CFP

David Stites

Integrity Alliance, LLC
11 Years of Experience
Cookeville, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Stites is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Cookeville, TN, with 11 years of industry experience. David 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

480 One Eleven Place, Cookeville, TN, 38506

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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.

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Other Business ActivitiesSells Insurance

David works as a financial advisor for Compass Advisory Partners, LLC and Csenge Advisory Group LLC, dedicating about half of his time and about a quarter of his time, respectively. He also sells life, health, and annuity contracts through Fidelis Financial Strategies, LLC, spending a few hours per week on this activity.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Csenge Advisory Group, LLC
June 2022 - Present · 4 yrs 4 mos
Compass Advisory Partners LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Lion Street Financial, LLCBroker
June 2022 - November 2025 · 3 yrs 5 mos
Fsc Securities CorporationBroker
January 2015 - June 2022 · 7 yrs 5 mos
State Registrations3 states
IATNTX
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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