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Higher Returns
Invest in a way that aligns with your values, costs less than other funds, outpaces inflation, and avoids unnecessary taxes.
Reduced Taxes
Change your tax scenario and begin saving on your bill to the IRS through powerful tax planning strategies.
Confidence
Sleep better at night knowing you have a stress-tested plan for various scenarios and market environments, ensuring you achieve your goals.
Let Daniel Help You With...
What Our Clients Are Saying About Us
This is a testimonial or review by a current client as of January 2026. The clients were not compensated. Testimonials are not indicative of future performance. Third‑party ratings are via Google, based on their proprietary methodology. No compensation was paid to obtain the rating.
This is a testimonial or review by a current client as of January 2026. The clients were not compensated. Testimonials are not indicative of future performance. Third‑party ratings are via Google, based on their proprietary methodology. No compensation was paid to obtain the rating.
Pricing
Engagement
- Tax Review + Plan
- S‑Corp Pay Optimization + 401(k)/Solo(k)
- Roth Conversion Game Plan
Best for
- New prospects who want fast, tangible value
- S‑Corp owners and 1099 professionals
- Pre‑retirees / high earners
What's included
- 60–90 minute review of your latest return
- 10–15 personalized tax‑savings ideas with dollar estimates
- Prioritized action plan and implementation roadmap
- Written summary you can share with your CPA/payroll
- “Reasonable comp” analysis (W‑2 vs. distributions)
- Payroll/timing recommendations
- Retirement plan design (Solo(k)/Safe Harbor) and funding schedule
- Multi‑year bracket map and breakeven analysis
- IRMAA/ACA impact modeling
- Annual conversion calendar and withholding plan
Pricing
- $750–$1,500 one‑time
Plan Fee Credit: If you become an ongoing client within 60 days, we credit this fee toward your first yea - Flat fee quoted after the Tax Review + Plan (scope‑based)
Essential
Best for: Mass‑affluent households seeking core planning + tax integration
What’s included:
- Annual financial plan refresh
- 2–3 meetings/year
- Core tax planning and coordination at filing time
- Cash‑flow, savings, insurance review
Advanced
Best for: Higher‑complexity W‑2 couples or light business activity
What’s included:
- Deeper tax strategy (multi‑state, equity comp)
- 3–4 meetings/year
- Employer benefits and stock plan guidance
- Charitable giving & Roth strategies
Business Owner
Best for: S‑Corp/partnership owners
What’s included:
- Entity comp and distribution strategy
- Quarterly tax projections and safe‑harbor planning
- Retirement plan design/monitoring
- Business cash‑flow optimization
How It Works
Fee transparency, no commissions, cancel anytime.
Step 1
Complimentary fit call (15 minutes)
Step 2
Tax Review + Plan for fast wins and clarity
Step 3
Choose an ongoing planning tier and, if applicable, add investment management
Step 4
Execute your 90‑day action sprint, then move to a steady cadence
Meet Your Planner
Daniel Heidel, CFP®, CKA®, EA is the founder and lead planner at Integritas Wealth Strategies in Charleston, SC.
He helps individuals and families create financial plans rooted in purpose—so their money reflects what matters most. Drawing on years of experience in tax-smart investing, budgeting, and market research, Daniel turns day-to-day income into clear, values-driven strategies for long-term growth.
Whether it’s investment management, retirement and education planning, tax strategy, insurance, or estate coordination, Daniel’s approach centers on clarity and intention. He’s known for breaking down complex topics into plain English, and for helping clients not just grow wealth—but use it as a tool for good.
Over 6,000 hours spent with clients to meet the experience requirement for the CFP®
Joseph Recznik
Joe Recznik is a Client Services Representative at Integritas Wealth Strategies in Charleston, SC.
He holds a Bachelor’s degree in Finance and a Master’s degree in Business from Franciscan University, providing a strong academic foundation for his work in financial services. With a focus on organization, communication, and client experience, Joe supports the firm’s day-to-day operations by helping clients navigate coordination, planning processes, and next steps with clarity and ease.
Known for his approachable style and attention to detail, he serves as a key point of contact as services expand, while ensuring clients feel supported, informed, and confident throughout their relationship with the firm. Joe takes pride in building strong, trust based relationships and contributing to a client experience that reflects Integritas Wealth Strategies’ commitment to thoughtful, values driven financial guidance.
Frequently Asked Questions
Do I need a minimum amount to get started?
We work with various types of clients. Minimum fee is $3,000 and most clients have at least $200,000 of investable assets.
What is fee only vs. commission?
Fee models vary in the industry – commissions are payments on every trade, fee-only can be a flat fee or a percentage of assets under management (AUM).
What happens after the 3-week plan is delivered?
We walk through your personalized roadmap, help you implement, and provide ongoing check-ins to keep strategy and markets aligned.
What is a fiduciary?
A fiduciary is a person or organization that has a legal and ethical duty to act in the best interest of another party.
What is Values Aligned Investing?
You have values and beliefs. Your financial life should reflect that. Avoid things you don’t want to own. Embrace companies doing things you want to see more of in the world. Engage companies to become better through proxy voting. Use your money as a tool to have a greater impact in your family and community.
Can you serve clients outside Charleston?
Absolutely. Virtual meetings and secure client portals let us work seamlessly with clients nationwide.
Where is my money actually held?
Most client assets are held at Altruist Financial.