A complete list of active advisors currently associated with Intuitivo LLC

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

Intuitivo provides financial planning (limited-scope, comprehensive, and ongoing) and investment management to individuals — including high‑net‑worth clients — as well as trusts, LLCs, corporations, small businesses, and pension and profit‑sharing plans. Services described in the brochure include investment planning and implementation using mutual funds, ETFs, separate managed accounts, stocks, fixed income, and held‑away retirement account management (primarily 401(k) accounts). The firm tailors advice through questionnaires and interviews to produce investment policy statements and implements those plans using model allocations, passive strategies, and fundamental/cyclical analysis while monitoring accounts continuously and employing automated rebalancing tools. Intuitivo may subscribe client accounts to third‑party model portfolios through a custodial platform and accepts both discretionary and non‑discretionary mandates. Distinctive features in the brochure include reporting substantially more non‑discretionary AUM than discretionary AUM (as of March 2, 2026), regular work with corporate and institutional clients, and the availability of performance‑based fee arrangements for qualified clients. The firm also participates in a model marketplace and a client‑match/referral program through its custodian platform, arrangements the brochure identifies as creating potential conflicts of interest that are disclosed and managed.

To learn more about the advisors currently working at Intuitivo 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.