# Jennifer Rossi

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

Page: https://find.wellspent.co/advisors/jennifer-rossi/
Built from SEC adviser records; last checked October 30, 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:** ChFC
- **CRD:** 5657858 (https://adviserinfo.sec.gov/individual/summary/5657858)
- **SEC registration:** Investment adviser representative in AZ, CA, DE, FL, LA, TX
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.intelligentcapitalworks.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Intelligent Capitalworks reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jennifer charge for financial advice?

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

### Where is Jennifer Rossi based?

Jennifer Rossi is based in Scottsdale, Arizona.

### What credentials does Jennifer Rossi hold?

Jennifer Rossi holds the ChFC credential.

### Is Jennifer Rossi registered with the SEC?

Yes. Jennifer Rossi is registered as an investment adviser representative in AZ, CA, DE, FL, LA and TX (CRD 5657858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intelligent Capitalworks manage?

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

### How do I contact Jennifer Rossi?

Through Jennifer's website, www.intelligentcapitalworks.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5657858): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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