Monique Pressley
Intelligent Capitalworks · Scottsdale, Arizona
Monique Pressley 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 3137684 |
| Exams passed | Series 63 (1999) · Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.intelligentcapitalworks.com |
How Monique'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 Monique
Is Monique Pressley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Monique 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 Monique charge for financial advice?
Monique's firm, Intelligent Capitalworks, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Monique Pressley based?
Monique Pressley is based in Scottsdale, Arizona.
What credentials does Monique Pressley hold?
Monique Pressley holds the ChFC credential.
Is Monique Pressley registered with the SEC?
Yes. Monique Pressley is registered as an investment adviser representative in AZ, CA, DE, FL, LA and TX (CRD 3137684), 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 Monique Pressley?
Through Monique'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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