A complete list of active advisors currently associated with Intelligent Investing

Warmer can help you find a great advisor at Intelligent Investing or one who fits your needs even better.

Intelligent Investing is a fee-only financial planning and investment management firm that provides investment supervisory services, financial planning, and consultations to individuals and institutional clients such as trusts, pension and profit‑sharing plans, and charitable organizations. According to the firm brochure, it managed approximately $38 million for about 66 clients as of 12/31/2024 and does not accept commissions or performance‑based fees. The firm implements strategic asset allocation with a core‑and‑satellite approach, using passive index and ETF funds for core exposure and selectively adding active managers for satellite positions, typically investing via no‑load mutual funds, ETFs, stocks and bonds held at discount custodians. Clients receive written initial evaluations and Investment Policy Statements and quarterly reviews, and the firm places trades under a limited power of attorney while generally requiring client approval for each trade (non‑discretionary management). What is noteworthy relative to many independent solo advisers is the firm’s inclusion of charitable organization clients and its primary use of non‑discretionary account management—both identified in the brochure as less common for firms in this category. The firm also emphasizes negotiable, fee‑only arrangements and offers flexible planning engagement formats (fixed plans, hourly work, or AUM‑based advisory agreements) while clients retain custody of assets with independent custodians.

To learn more about the advisors currently working at Intelligent Investing, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.