A complete list of active advisors currently associated with Intelligent Investor Financial Planning, LLC
Warmer can help you find a great advisor at Intelligent Investor Financial Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Intelligent Investor Financial Planning, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 13
|
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