Paul Lafollette
Intelligent Investor Financial Planning · San Francisco, California
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).
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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 | $34.3M across 153 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MN, PA · CRD 6045808 |
| Exams passed | Series 63 (2012) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.iifinancialplanning.com |
How Paul's firm compares
- Ongoing planning starts at $500 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Intelligent Investor Financial Planning's average account is about $224,000, from its Form ADV (assets managed divided by 153 accounts).
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Questions about Paul
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.
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 Investor Financial Planning 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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