Charles Dunn
Intergy Private Wealth · Colorado Springs, Colorado
Charles Dunn is a fee-only financial advisor at Intergy Private Wealth in Colorado Springs, Colorado, who holds the CFP credential. Charles focuses on retirement planning and equity compensation. Intergy Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
- Tech employees
- Retirees
Facts
| Firm | Intergy Private Wealth |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $602.6M across 2,298 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5663087 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | intergywealth.com |
| Profile |
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Questions about Charles
Is Charles Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Intergy Private Wealth 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, Intergy Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Dunn based?
Charles Dunn is based in Colorado Springs, Colorado.
What does Charles specialize in?
Charles's specialties include retirement planning and equity compensation. Charles works with founders, physicians, tech employees and retirees.
What credentials does Charles Dunn hold?
Charles Dunn holds the CFP credential.
Is Charles Dunn registered with the SEC?
Yes. Charles Dunn is registered as an investment adviser representative in CO and TX (CRD 5663087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intergy Private Wealth manage?
Intergy Private Wealth reports $602.6M across 2,298 accounts in assets under management.
How do I contact Charles Dunn?
Through Charles's website, intergywealth.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
- Intergy Private Wealth 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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