Paul Lafollette
Paul Lafollette is a CFP-designated registered investment advisor at Intelligent Investor Financial Planning, LLC, based in San Francisco, CA, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 72 clients with $27M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Intelligent Investor Financial Planning offers financial planning services for a fixed fee ranging from $500 to $2,500 per year, depending on the complexity of your financial situation, the services provided, the assets in your portfolio, and the time involved. Financial planning is included at no extra cost for households with $250,000 or more in assets under management.
Location
San Francisco, CA
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Paul maintains his California Life and Health insurance license. He is a licensed insurance agent to offer education and advice, but does not earn commissions or renewals.
Employment History
Current Registrations
Intelligent Investor Financial Planning, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 states
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.