INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC is a leading financial planning firm that specializes in helping individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable advisors, INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC provides personalized and comprehensive financial advice to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice
- Helps clients create and implement financial plans
- Offers a wide range of financial services
- Works with various client types including individuals and businesses
- Uses a transparent and client-focused approach
Facts and Insights
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC has been in business since 2005, providing its services to a diverse client base. The firm has a strong track record of helping clients achieve their financial goals through strategic planning and expert advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Insurance planning
- Tax planning
- Estate planning
Client Types
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC works with a wide range of client types, including:
- Individuals
- High-net-worth individuals
- Business owners
- Corporations
- Non-profit organizations
Fees & Compensation
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC has a transparent fee structure and believes in aligning its interests with those of its clients. The firm charges a fee based on a percentage of assets under management, ensuring that the advisors’ compensation is directly linked to the client’s success. The firm also offers hourly or project-based fees for specific financial planning services.
Background
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the industry. The firm’s team of advisors is highly qualified and committed to providing exceptional financial guidance to its clients.
Financial Advisor Disclosures to Know
INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC is a registered investment advisor (RIA) and follows strict compliance regulations to ensure the protection of its clients’ interests. The firm has a clean record with no disclosures or disciplinary actions against it.