# Paul Lafollette

> Paul Lafollette is a fee-only financial advisor at Intelligent Investor Financial Planning in San Francisco, California, who holds the CFP credential. Paul charges an ongoing planning fee (ongoing planning from $500 a year).

Page: https://find.wellspent.co/advisors/paul-lafollette/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Intelligent Investor Financial Planning
- **Based in:** San Francisco, California
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $500 a year
- **Assets under management (firm):** $34.3M across 153 accounts
- **Credentials:** CFP
- **CRD:** 6045808 (https://adviserinfo.sec.gov/individual/summary/6045808)
- **SEC registration:** Investment adviser representative in CA, MN, PA
- **Exams passed:** Series 63 (2012), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.iifinancialplanning.com

## Frequently asked questions

### Is Paul Lafollette a fee-only financial advisor?

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

### How does Paul charge for financial advice?

Paul charges an ongoing planning fee.

### How much does Paul charge?

According to Intelligent Investor Financial Planning's website, checked October 30, 2026: ongoing planning from $500 a year.

### Where is Paul Lafollette based?

Paul Lafollette is based in San Francisco, California.

### What credentials does Paul Lafollette hold?

Paul Lafollette holds the CFP credential.

### Is Paul Lafollette registered with the SEC?

Yes. Paul Lafollette is registered as an investment adviser representative in CA, MN and PA (CRD 6045808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intelligent Investor Financial Planning manage?

Intelligent Investor Financial Planning reports $34.3M across 153 accounts in assets under management.

### How do I contact Paul Lafollette?

Through Paul's website, www.iifinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6045808): 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
- The firm's website (https://www.iifinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

---

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