# Charles Rossi

> Charles Rossi is a fee-only financial advisor at Intelligent Capitalworks in Scottsdale, Arizona, who holds the AEP, AIF and CAP credentials. Intelligent Capitalworks reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-rossi/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Intelligent Capitalworks
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $376.6M across 341 accounts
- **Credentials:** AEP, AIF, CAP, CFA, CFP, ChFC, CIMA, CLU, MSFS
- **CRD:** 6712618 (https://adviserinfo.sec.gov/individual/summary/6712618)
- **SEC registration:** Investment adviser representative in AZ, CA, DE, FL, LA, TX
- **Exams passed:** Series 65 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://intelligentcapitalworks.com

## Frequently asked questions

### Is Charles Rossi a fee-only financial advisor?

Yes. Charles Rossi is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Charles's firm.

### How does Charles charge for financial advice?

Charles's firm, Intelligent Capitalworks, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Rossi based?

Charles Rossi is based in Scottsdale, Arizona.

### What credentials does Charles Rossi hold?

Charles Rossi holds the AEP, AIF, CAP, CFA, CFP, ChFC, CIMA, CLU and MSFS credentials.

### Is Charles Rossi registered with the SEC?

Yes. Charles Rossi is registered as an investment adviser representative in AZ, CA, DE, FL, LA and TX (CRD 6712618), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Intelligent Capitalworks manage?

Intelligent Capitalworks reports $376.6M across 341 accounts in assets under management.

### How do I contact Charles Rossi?

Through Charles's website, intelligentcapitalworks.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6028): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.