Intelus Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,871,884
Clients
290
Advisors
1
of 3 employees
About
INTELUS Advisory Group, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers tiered services (Wellness, Intensive, Emerging, Investment-Only), project-based planning, and pension consulting with no stated account minimum.
The firm’s investment process relies on fundamental analysis and modern portfolio theory and may include individual stocks, bonds, ETFs, options, mutual funds, private placements, margin and options strategies; portfolios are regularly monitored and rebalanced and meeting frequency varies by service tier (e.g., semiannual for Wellness, three times per year for Intensive, two times per year for Emerging, and an annual review for Investment-Only). IAG also uses third‑party managers and offers access to LPL-sponsored programs (ManagerAccess Select, ModelWealth Portfolios, Optimum Market Portfolios) when appropriate.
Noteworthy for a firm of its size, the firm’s principal is also a registered representative of LPL Financial (doing business as INTELUS Wealth Management) and is an independently licensed insurance agent, and in those capacities may receive commissions or other compensation for brokerage or insurance products sold outside advisory accounts; clients are not required to use those services. The firm custodians client assets at LPL, receives platform and research support from that custodian, and manages roughly $89 million across about 290 client relationships, combining a small advisory team with access to sponsor platforms and custodial resources.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based fixed fees range from $500 - $12,000
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,000+: 0.80%
Commissions earned on sale of securities or investment products outside advisory accounts through LPL Financial by registered representative
Maximum hourly rate $500; $275/hour for Investment-Only clients for financial planning and consulting
Fee-only: Financial planning and consulting fees range: $500 - $7,500 annually; project-based fixed fees $500 - $12,000; hourly rates up to $500 ($275/hour for Investment-Only clients)
Main office
1014 Edenton St
Birmingham AL 35242
Advisors at this office
1
Most active in
Alabama · Georgia · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
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