Hans Blake
Intelligent Investing · Greenville, South Carolina
Hans Blake is a fee-only financial advisor at Intelligent Investing in Greenville, South Carolina, who holds the CFA credential. Hans focuses on retirement planning and family wealth transfer. Intelligent Investing reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
- HENRY (High Earners, Not Rich Yet)
- Multi-generational families
Facts
| Firm | Intelligent Investing |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $54.3M across 126 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SC · CRD 5982431 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.investedwithyou.com |
| Profile |
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Questions about Hans
Is Hans Blake a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hans holds no broker registration, and Intelligent Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hans charge for financial advice?
Hans's firm, Intelligent Investing, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Hans charge?
According to Intelligent Investing's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Hans Blake based?
Hans Blake is based in Greenville, South Carolina.
What does Hans specialize in?
Hans's specialties include retirement planning and family wealth transfer. Hans works with pre-retirees, retirees, executives, HENRY (High Earners, Not Rich Yet) and multi-generational families.
What credentials does Hans Blake hold?
Hans Blake holds the CFA credential.
Is Hans Blake registered with the SEC?
Yes. Hans Blake is registered as an investment adviser representative in SC (CRD 5982431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intelligent Investing manage?
Intelligent Investing reports $54.3M across 126 accounts in assets under management.
How do I contact Hans Blake?
Through Hans's website, www.investedwithyou.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
- Intelligent Investing 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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