Intelligent Investor Financial Planning, LLC

Overview

Intelligent Investor Financial Planning, LLC is an independent registered investment adviser that focuses on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is a mix of percentage-of-AUM and fixed fees, and it operates primarily as a non-discretionary adviser—clients retain authority over account transactions while the firm provides planning and portfolio recommendations. Investment posture is conservative to moderate, with an emphasis on pooled public vehicles rather than direct concentrated equity positions. The adviser is not an active ESG investor and does not identify as a multi-state or pension consultant adviser. Ownership is held by an individual adviser, and the business appears structured around delivering planning-led portfolio solutions to a compact client base rather than institutional mandates or large-scale capital allocation.

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Public Holdings

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Location & Offices