Daniel Flack
Intrinsic Value Partners · Phoenix, Arizona
Daniel Flack is a fee-only financial advisor at Intrinsic Value Partners in Phoenix, Arizona, who holds the CFA credential. Intrinsic Value Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Founders
- Executives
- Divorced individuals
- Physicians
Facts
| Firm | Intrinsic Value Partners |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $220.6M across 193 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ, TX · CRD 4699388 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ivpaz.com |
| Profile |
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Questions about Daniel
Is Daniel Flack a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Intrinsic Value Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Intrinsic Value Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Flack based?
Daniel Flack is based in Phoenix, Arizona.
What credentials does Daniel Flack hold?
Daniel Flack holds the CFA credential.
Is Daniel Flack registered with the SEC?
Yes. Daniel Flack is registered as an investment adviser representative in AZ and TX (CRD 4699388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intrinsic Value Partners manage?
Intrinsic Value Partners reports $220.6M across 193 accounts in assets under management.
How do I contact Daniel Flack?
Through Daniel's website, www.ivpaz.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Intrinsic Value Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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