Charles Rossi
Intelligent Capitalworks · Scottsdale, Arizona
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.
Request an introduction to Charles →
Facts
| Firm | Intelligent Capitalworks |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $376.6M across 341 accounts |
| Credentials | AEP · AIF · CAP · CFA · CFP · ChFC · CIMA · CLU · MSFS |
| SEC registration | Investment adviser representative in AZ, CA, DE, FL, LA, TX · CRD 6712618 |
| Exams passed | Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | intelligentcapitalworks.com |
| Profile |
How Charles's firm compares
- Intelligent Capitalworks's average account is about $1.1 million, from its Form ADV (assets managed divided by 341 accounts).
Request an introduction to Charles
Tell Charles a little about what you're looking for. Charles isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.