Jennifer Rossi
Intelligent Capitalworks · Scottsdale, Arizona
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.
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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 | ChFC |
| SEC registration | Investment adviser representative in AZ, CA, DE, FL, LA, TX · CRD 5657858 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.intelligentcapitalworks.com |
How Jennifer's firm compares
- Intelligent Capitalworks's average account is about $1.1 million, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Jennifer
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.
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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