Charles Brinkman
Integrity Investing · Daleville, Virginia
Charles Brinkman is a fee-only financial advisor at Integrity Investing in Daleville, Virginia, who holds the ChFC credential. Charles focuses on retirement planning and estate & legacy planning. Integrity Investing reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Integrity Investing |
|---|---|
| Based in | Daleville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $58.1M across 97 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in VA · CRD 1845683 |
| Exams passed | Series 63 (1988) · Series 65 (1991) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.integrityinvestinginc.com |
How Charles's firm compares
- Integrity Investing's average account is about $599,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Charles
Is Charles Brinkman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Integrity Investing 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 Investing, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Brinkman based?
Charles Brinkman is based in Daleville, Virginia.
What does Charles specialize in?
Charles's specialties include retirement planning and estate & legacy planning.
What credentials does Charles Brinkman hold?
Charles Brinkman holds the ChFC credential.
Is Charles Brinkman registered with the SEC?
Yes. Charles Brinkman is registered as an investment adviser representative in VA (CRD 1845683), 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 Investing manage?
Integrity Investing reports $58.1M across 97 accounts in assets under management.
How do I contact Charles Brinkman?
Through Charles's website, www.integrityinvestinginc.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 Investing 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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