At Integrity Point Advisors, we are committed to delivering transparency, expertise, and guidance to our clients. To help you understand how we work and what services we offer, we have provided our Customer Relationship Summary. This document is designed to provide you with:

• Introduction: This section introduces Gladstone Wealth Partners and emphasizes the importance of understanding the differences between investment advisory fees and brokerage services.

• Relationship Services: Here, we detail the kinds of services we provide, such as wealth management, financial planning, consulting, and wrap fee programs.

• Fees, Costs, Conflicts, and Standard of Conduct: This crucial segment outlines the fee structure at Gladstone, the potential conflicts of interest, and our commitment to acting in your best interest.

• Disciplinary History: We believe in complete transparency, and this section will provide insights into the disciplinary history of any of our financial professionals.

• Additional Information: Lastly, this section provides more avenues for you to access more details about our services, offers contact information, and suggests additional questions you might consider asking your financial professional.

This summary is present on our website to offer clarity about our practices, ensuring our clients are always informed and empowered. We recommend reading through this summary and asking any questions you might have. Your trust is paramount, and we are here to guide you every step of the way.

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Click here to download the form CRS: