INTRINSIC WEALTH COUNSEL, INC.

Overview

Intrinsic Wealth Counsel, Inc. is an independent registered investment adviser that has been SEC-registered since 1984 and operates as an individually owned corporation. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, while also working with institutional clients. Its fee model combines percentage-of-AUM billing with hourly and other fee arrangements, allowing flexibility across client relationships. Investment activity centers on professionally managed public funds and mutual funds as the core vehicle for portfolios; the firm is primarily a third‑party allocator rather than a sponsor of proprietary funds. Most client relationships are managed on a discretionary basis, and Charles Schwab & Co., Inc. serves as the primary custodian for nearly all assets. Intrinsic Wealth Counsel does not position itself as an ESG-active manager and does not act as a capital allocator.

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Location & Offices