Alfredo Gonzalez is a registered investment advisor at Wealth Intelligence, LLC, based in Columbus, GA, with 4 years of industry experience. Alfredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 228 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual advisory fee will not exceed 2.00% per year under the standard schedule. Fees are negotiable.
Fee Estimator
Location
2900 Warm Springs Rd, Columbus, GA, 30295
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 Activities
Alfredo is a Registered Representative with Raymond James Financial Services, Inc. since January 2022, where he makes investment recommendations. He also serves as a board member for the National Civil War Naval Museum.
Employment History
Current Registrations
Wealth Intelligence, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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
More Advisors
- Bryan Oglesby, CFPWealth Intelligence, LLC
- Andrew Cole, CFPBip Wealth, LLC
- Tami Mcdonald, CFPMeld Financial, INC.
- Dan Anderson, PFSStifel, Nicolaus & Company, Incorporated
- Jeffrey Adams, CFA, CFPGreatmark Investment Partners, INC.
- Sarah Clayton, CFP