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| Integrity Financial Advisors LLC
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| CRD # | 313369 |
| SEC # | 801-121305 |
| CIK # | 0002066359 |
| AUM | 134.9 M (2026-06-26) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-338-4830 |
| Address | 400 Tradecenter Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure] |
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ITEM 5: FEES AND COMPENSATION
Auour receives fees for its advisory services based on assets under management. For directly managed
separate accounts, some assets in a managed account may not be included in the client’s advisory fee
calculation if those assets are deemed non-discretionary investments. The fee Auour charges is generally
established in the client’s written agreement with Auour. Auour may bill its fees monthly or quarterly.
Clients pay fees in arrears as specified in the advisory agreement.
For subadvisor and co-advisor relationships, Auour charges its portion of the advisory fee and, in
addition, charges a fee that is paid to the outside RIA. As such, the costs associated with a program are
more than those of Auour’s Direct Managed Separate Accounts. The client generally pays for ongoing
investment and planning advice and portfolio management from the outside RIA and Auour. The fee paid
to the outside RIA may be more than what the outside RIA would receive if the client participated in
another program. As a result, the outside RIA may be financially incentivized to recommend Auour’s
program or service over other programs or services.
For directly managed separate accounts, co-advisor, and subadvisor relationships, the Qualified Custodian
generally deducts advisory fees from the client account upon instruction from Auour. The Custodian will
Auour Investments Brochure
send statements directly to the client reflecting the deduction of these fees. Clients are encouraged to
contact Auour or the Custodian with any questions or concerns related to the fees.
In addition to the investment advisory fees and transaction charges, accounts may also incur certain
charges imposed by third parties in connection with investments made through the program. These may
include, but are not limited to, the following: mutual fund or money market 12b-1 fees, mutual fund,
money market or ETF management fees and administrative expenses, mutual fund transaction fees, other
transaction charges and service fees, IRA and qualified plan fees, processing and handling fees or other
charges on a fully disclosed basis. Further information regarding charges and fees assessed by a mutual
fund is available in the appropriate prospectus, which is delivered to the client by the Custodian under a
contractual arrangement with Auour.
Mutual funds and exchange-traded funds also charge internal management fees, which are disclosed in a
fund’s prospectus. Such charges, fees, and commissions are exclusive of and in addition to Auour’s fee.
Auour shall not receive any portion of these commissions, fees, and costs. Clients may avoid additional
fees by purchasing funds directly from a fund family and not receiving investment advice.
Compensation for the Sale of Securities or Other Investment Products
Persons providing investment advice on behalf of our firm are licensed as independent insurance agents.
These persons will earn commission-based compensation for selling insurance products, including those
they sell to you. Insurance commissions earned by these persons are separate and in addition to our
advisory fees. This practice presents a conflict of interest because persons providing investment advice on
behalf of our firm, who are insurance agents, have the incentive to recommend insurance products to you
to generate commissions rather than solely based on your needs. You are under no obligation,
contractually or otherwise, to purchase insurance products through any person affiliated with our firm.
FEE SCHEDULE
Auour Investments
For Directly Managed Separate Accounts, Auour charges a fee (the “Fee”) for investment supervision and
management of the Account(s) based on the current market value assets in the Account(s) (including cash
and equivalent items) according to the following schedule:
Assets Under Management Annual Fee
On the first $1 Million 1.00%
On the next $4 Million 0.75%
Above $5 Million 0.50%
Fees are payable in arrears in either 1) quarterly installments or 2) monthly installments, based on the
account’s average daily market value (s). The custodian will typically deduct payment at the end of the
period.
For sub-advisory and co-advisory clients, fees charged by outside RIAs are in addition to those charged
Auour Investments Brochure
by Auour, resulting in higher total fees. All fees are negotiable and agreed upon among the outside RIA,
Auour, and Client and are disclosed in the Investment Advisory Agreement and, when applicable, a
separate Tri-Party Addendum. Fees are payable in arrears in monthly installments based on the account’s
average daily market value (s). The custodian will typically deduct payment at the end of the period.
For the strategy signal service, Auour negotiates fees directly with third parties.
For all relationships, if the Agreement starts at a date other than the beginning of a calendar quarter (or
month for clients paying monthly), the Fee for that partial quarter/month shall be prorated accordingly. In
the event of any termination of this Agreement, the Adviser’s Fees will be calculated pro-rata through the
termination date.
The firm relies on third-party resources such as the custodian for valuations of publicly traded securities
based on our assessment of their reliability.
The Client will be responsible for all other expenses, such as broker commissions, fund loads, fund
management fees, and custody fees. Those fees are separate, apart, and in addition to the fees to Auour.
Auour does not earn any portion of the fees described in this paragraph.
All advisory fees are subject to negotiation.
WRITTEN AGREEMENT
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| Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure] |
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ITEM 7: TYPES OF CLIENTS Auour Investments primarily provides investment advisory services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Auour does impose a minimum relationship size of $5,000,000 for Directly Managed Separate Account clients. This is negotiable depending on the client relationship. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.2 | ||
| Broadcom Inc | 4.2 | ||
| Nvidia Corp | 2.2 | ||
| Microsoft Corp | 1.5 | ||
| Lockheed Martin Corp | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 75.7 |
| (b) Individuals (high net worth individuals) | 22 | 35.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 19.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 495 | 134.9 |
| By Discretionary | ||
| Discretionary | 489 | 115.2 |
| Non-Discretionary | 6 | 19.7 |
| Total | 495 | 134.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 134.9 | |
| Total | 495 | 134.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066359] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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