Janet Zorko
Integrity Wealth Management · Loveland, Ohio
Janet Zorko is a fee-only financial advisor at Integrity Wealth Management in Loveland, Ohio. Integrity Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $111.1M across 356 accounts |
| SEC registration | Investment adviser representative in CA, IL, IN, OH · CRD 4876924 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.iwmcfp.net |
| Profile |
How Janet's firm compares
- Integrity Wealth Management's average account is about $312,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Janet
Is Janet Zorko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janet 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 Janet charge for financial advice?
Janet's firm, Integrity Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Janet Zorko based?
Janet Zorko is based in Loveland, Ohio.
Is Janet Zorko registered with the SEC?
Yes. Janet Zorko is registered as an investment adviser representative in CA, IL, IN and OH (CRD 4876924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $111.1M across 356 accounts in assets under management.
How do I contact Janet Zorko?
Through Janet's website, www.iwmcfp.net.
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
- 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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