Intelligent Investor Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients (including higher-net-worth households) and small businesses by providing comprehensive financial planning and investment consultation across areas such as retirement, tax, estate, education and cash-flow analysis. It also provides portfolio management services and offers complimentary educational workshops on personal finance and investing.
Investment decisions are implemented through a wrap-fee investment program that blends fundamental and technical cyclical analysis with Modern Portfolio Theory and a core‑and‑satellite mix of passive and active strategies. Portfolios are managed predominantly on a non‑discretionary basis, so the firm generally seeks client approval for trades, rebalancing and other transactional actions rather than exercising full discretionary authority.
Notably, the firm combines sponsorship of a wrap fee program with reporting over $34.3 million of assets managed on a non‑discretionary basis, an operational profile that is uncommon among independent firms and affects how recommendations are implemented. The regular, no‑cost educational seminars and the adviser’s insurance licensure used solely for client education (with no commission compensation) further emphasize an educational focus that distinguishes the firm from many peers.
Client services
Expertise
Fee options
Account minimum: $250,000 Fee-only: Fixed fees ranging from $500 to $2,500 per year for financial planning services; households with $250,000 or more in assets under management receive complimentary financial planning services.
Main office
San Francisco CA
Advisors at this office
1
Most active in
California · Minnesota · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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