Daniela Jones
Intrinsic Wealth Counsel · Tempe, Arizona
Daniela Jones is a fee-only financial advisor at Intrinsic Wealth Counsel in Tempe, Arizona, who holds the CFP and CFA credentials. Intrinsic Wealth Counsel reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Intrinsic Wealth Counsel |
|---|---|
| Based in | Tempe, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $344.7M across 696 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in AZ · CRD 5976893 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.intrinsicwealthcounsel.com |
How Daniela's firm compares
- Intrinsic Wealth Counsel's average account is about $495,000, from its Form ADV (assets managed divided by 696 accounts).
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Questions about Daniela
Is Daniela Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniela holds no broker registration, and Intrinsic Wealth Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniela charge for financial advice?
Daniela's firm, Intrinsic Wealth Counsel, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniela Jones based?
Daniela Jones is based in Tempe, Arizona.
What credentials does Daniela Jones hold?
Daniela Jones holds the CFP and CFA credentials.
Is Daniela Jones registered with the SEC?
Yes. Daniela Jones is registered as an investment adviser representative in AZ (CRD 5976893), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intrinsic Wealth Counsel manage?
Intrinsic Wealth Counsel reports $344.7M across 696 accounts in assets under management.
How do I contact Daniela Jones?
Through Daniela's website, www.intrinsicwealthcounsel.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
- 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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