Integrity Wealth Advisors LLC

Item 5: Fees & Compensation

    Compensation for Our Advisory Services

    Asset Management:

    The maximum annual fee charged for this service will not exceed 1.50%. The fee to be assessed to
    each account as well as the speci�ic fee billing details will be detailed in the client’s signed advisory
    agreement. Unless otherwise agreed to in writing, advisory fees will be applicable to cash and cash
    equivalents. In rare cases, our Firm will agree to directly invoice. As part of this process, Clients
    understand the following:

         a) The client’s independent custodian sends statements at least quarterly showing the market
            values for each security included in the Assets and all account disbursements, including the
            amount of the advisory fees paid to our Firm;
         b) Clients will provide authorization permitting our Firm to be directly paid by these terms. Our
            Firm will send an invoice directly to the custodian; and
         c) If our Firm sends a copy of our invoice to the client, a legend urging the comparison of
            information provided in our statement with those from the quali�ied custodian will be
            included.

ADV Part 2A – Firm Brochure                        Page 7                                Integrity Wealth Advisors, Inc.

    Comprehensive Portfolio Management:

    The fees for this service may be billed as a percentage of assets under management (AUM), or on an
    hourly basis. The maximum annual AUM based fee charged for this service will not exceed 1.75%. The
    maximum hourly rate shall not exceed $350. The fee to be assessed to each account as well as the
    speci�ic fee billing details will be detailed in the client’s signed advisory agreement. Unless otherwise
    agreed to in writing, advisory fees will be applicable to cash and cash equivalents. In rare cases, our
    Firm will agree to direct bill clients. As part of this process, the client is made aware of the following:

         a) Clients must provide our Firm with written authorization permitting direct payment of
            advisory fees from their account(s) maintained by a custodian who is independent of our
            Firm;
         b) Our Firm sends quarterly statements to the client showing the fee amount, the value of the
            assets upon which the fee is based, and the speci�ic manner in which the fee is calculated as
            well as disclosing that it is the client’s responsibility to verify the accuracy of fee calculation,
            and that the custodian does not determine its accuracy; and
         c) The account custodian sends a statement to the client, at least quarterly, showing all account
            disbursements, including advisory fees.

    For assets held at a custodian that is not directly accessible by us ("Held Away Accounts"), we may,
    but are not required to, manage these Held Away Accounts using the Order Management System,
    Pontera, that allows us to view and manage assets. We are not af�iliated with the platform in any way
    and receive no compensation from them for using their platform. A link will be provided to the Client
    allowing them to connect an account(s) to the platform. Our annual fee for investment management
    services for held away accounts utilizes the same Annual Fee Schedule as outlined above. For Held
    Away Accounts we will bill an existing account designated on the executed management agreement.
    You will not pay our �irm a higher advisory fee other than what is listed above due to the use of
    Pontera. We pay 0.30% from our advisory fee that we receive from you to Pontera.

    Financial Planning & Consulting:

    Our Firm charges on an hourly or �lat fee basis for �inancial planning and consulting services. The total
    estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our
    engagement with the client. The maximum hourly fee to be charged will not exceed $350. Flat fees
    range from $1,000 to $15,000. The fee will be directly billed to the client and due within thirty (30)
    days of a �inancial plan being delivered or consultation rendered. Our Firm will not require a retainer
    exceeding $1,200 when services cannot be rendered within 6 (six) months.

    Retirement Plan Consulting:

    Our Retirement Plan Consulting services are billed on an hourly or a fee based on the percentage of
    Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based
    on the scope and complexity of our engagement with the client. The maximum hourly fee to be

ADV Part 2A – Firm Brochure                          Page 8                                 Integrity Wealth Advisors, Inc.

    charged will not exceed $350. Fees based on a percentage of managed Plan assets will not exceed
    1.00%. The fee-paying arrangements for Retirement Plan Consulting service will be determined on a
    case-by-case basis and will be detailed in the signed consulting agreement. Clients will be invoiced
    directly for the fees.

    Estate Planning:

    We charge a �lat fee of $1,500 for a standard Estate Plan. Though we reserve the right to charge an
    hourly fee of up to $350 for more complex situations. The �inal details will be speci�ied in the executed
    advisory agreement. Our Firm will not require a retainer exceeding $1,200 when services cannot be
    rendered within 6 (six) months.

    This service is free of charge for our clients with over $3 million in assets under our management.

    Termination & Refunds

    Either party may terminate the signed advisory agreement at any time. Upon receipt of your notice of
    we will process a pro-rate refund of the unearned portion of the advisory fees charged in advance at
    the beginning of the quarter.

    Financial Planning & Consulting clients may terminate their agreement at any time before the delivery
...

Item 7: Types of Clients & Account Requirements

    Our Firm has the following types of clients:
       • Individuals and High Net Worth Individuals;
       • Trusts, Estates or Charitable Organizations;
       • Pension and Pro�it Sharing Plans;

    Our Firm does not impose requirements for opening and maintaining accounts or otherwise engaging
    us. To qualify for complimentary Estate Planning services, clients must maintain at least $3 million in
    assets under our management.