Daniela Jones is a CFA, CFP-designated registered investment advisor at Intrinsic Wealth Counsel, INC., based in Tempe, AZ, with 13 years of industry experience. Daniela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 217 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees for assets over $5 million are negotiable. Minimum annual fees apply ($5,000 for portfolio management only, $10,000 for integrated planning and portfolio management).
Fee Estimator
Location
1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Intrinsic Wealth Counsel, INC.
Previous Registrations
Barnes Investment Advisory INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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