Rory Vanderheyden
Intelligent Investing · Clayton, California
Rory Vanderheyden is a fee-only financial advisor at Intelligent Investing in Clayton, California, who holds the CFP credential. Intelligent Investing reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Intelligent Investing |
|---|---|
| Based in | Clayton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.4M across 202 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 704480 |
| Exams passed | Series 63 (1980) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Rory's firm compares
- Intelligent Investing's average account is about $220,000, from its Form ADV (assets managed divided by 202 accounts).
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Questions about Rory
Is Rory Vanderheyden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rory holds no broker registration, and Intelligent Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rory charge for financial advice?
Rory's firm, Intelligent Investing, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rory Vanderheyden based?
Rory Vanderheyden is based in Clayton, California.
What credentials does Rory Vanderheyden hold?
Rory Vanderheyden holds the CFP credential.
Is Rory Vanderheyden registered with the SEC?
Yes. Rory Vanderheyden is registered as an investment adviser representative in CA (CRD 704480), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intelligent Investing manage?
Intelligent Investing reports $44.4M across 202 accounts in assets under management.
How do I contact Rory Vanderheyden?
Contact details aren't on file yet. Search for Intelligent Investing.
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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