Theron Hall is a registered investment advisor at Integrity Advisory Solutions, based in Mesa, AZ, with 1 years of industry experience. Theron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
1129 S Oakland, Suite 102, Mesa, AZ, 85206
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Regulatory History
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
Theron is an investment advisor representative (IAR) for American Academy Wealth and Morris Hall Wealth, LLC. He is also a partner/manager at Morris Hall, PLLC, a law firm, spending about a quarter of his time there, and an agent for Morris Hall Health & Life, LLC, selling life insurance and dedicating minimal time to it.
Employment History
Current Registrations
Integrity Advisory Solutions
State Registrations1 state
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