# Stephen Zorko

> Stephen Zorko is a fee-only financial advisor at Integrity Wealth Management in Loveland, Ohio, who holds the CFP credential. Integrity Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-zorko/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Integrity Wealth Management
- **Based in:** Loveland, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $111.1M across 356 accounts
- **Credentials:** CFP
- **CRD:** 4761332 (https://adviserinfo.sec.gov/individual/summary/4761332)
- **SEC registration:** Investment adviser representative in CA, IL, IN, OH, TX
- **Exams passed:** Series 65 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.iwmcfp.net

## Frequently asked questions

### Is Stephen Zorko a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?

Stephen's firm, Integrity Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Stephen Zorko based?

Stephen Zorko is based in Loveland, Ohio.

### What credentials does Stephen Zorko hold?

Stephen Zorko holds the CFP credential.

### Is Stephen Zorko registered with the SEC?

Yes. Stephen Zorko is registered as an investment adviser representative in CA, IL, IN, OH and TX (CRD 4761332), 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 Stephen Zorko?

Through Stephen's website, www.iwmcfp.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4761332): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.