Charles Blozinski
Integrity Wealth Management · Brookings, Oregon
Charles Blozinski is a fee-only financial advisor at Integrity Wealth Management in Brookings, Oregon, who holds the CFP credential. Charles focuses on retirement planning, tax planning and estate & legacy planning. Integrity Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Brookings, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $304.8M across 831 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 2954135 |
| Exams passed | Series 63 (1998) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.integritywealthnw.com |
How Charles's firm compares
- Integrity Wealth Management's average account is about $367,000, from its Form ADV (assets managed divided by 831 accounts).
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Questions about Charles
Is Charles Blozinski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Integrity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Integrity Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Blozinski based?
Charles Blozinski is based in Brookings, Oregon.
What does Charles specialize in?
Charles's specialties include retirement planning, tax planning and estate & legacy planning. Charles works with retirees and pre-retirees.
What credentials does Charles Blozinski hold?
Charles Blozinski holds the CFP credential.
Is Charles Blozinski registered with the SEC?
Yes. Charles Blozinski is registered as an investment adviser representative in OR (CRD 2954135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $304.8M across 831 accounts in assets under management.
How do I contact Charles Blozinski?
Through Charles's website, www.integritywealthnw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Integrity Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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