Intelligent Investor Financial Planning provides financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They manage client portfolios through a wrap fee investment program. The firm also offers educational workshops on financial planning and investing topics. Clients retain full discretion over implementation decisions.
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.