Alfredo Gonzalez
Advisor at Wealth Intelligence, LLC — Columbus, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Columbus, GA 30295
Wealth Intelligence, LLC
Supported
Total advisors
3Clients per advisor
76 HighAvg AUM per client
$1,080,617 HighHNW client ratio
14% LowAlfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with four years of industry experience. He holds a Series 66 designation and previously worked with Raymond James Financial Services Advisors, Inc. and served in the United States Army. He is a board member of the National Civil War Naval Museum. Wealth Intelligence provides integrated wealth management primarily to individuals and families, including high-net-worth and multi-generational clients, offering services such as financial planning, investment advisory, business consulting, and family office support. The firm uses a combination of top-down thematic analysis and fundamental research to build customized portfolios emphasizing U.S. equities, ETFs, fixed income, and cash.
Based on Wealth Intelligence, LLC
Fixed or project-based fees for business consulting and family office services; annual financial planning fees may also be agreed
Up to 2.00% annually, negotiable based on account size and relationship
Hourly fees for financial planning and business consulting services, rates are negotiated and set out in Schedule A
Annual or periodic fees (quarterly or annual) for family office services and financial planning
Account minimum: $2,000,000 Fee-only: Hourly fees for financial planning and business consulting; flat/annual fees for financial planning and family office services; fixed/project-based fees for business consulting and family office services
Columbus, GA
2900 Warm Springs Rd
Columbus GA 30295
Advisors at this office
3
Georgia
4 years of industry experience
Wealth Intelligence, LLC
2024 - Present • 2 years
Columbus, GA
Raymond James Financial Services Advisors, Inc.
2022 - 2025 • 3 years
Columbus, GA
United States Army
2022 - 2022 • 1 year
Fort Bragg, NC
Raymond James Financial Services, Inc.
2022 - 2025 • 3 years
Columbus, GA
Wealth Intelligence
2022 - 2024 • 2 years
Columbus, GA
United States Army
2017 - 2022 • 5 years
Fort Benning, GA
United States Army
2012 - 2017 • 5 years
Fort Campbell, KY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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