Valerie Mihailovic
Intrinsic Value Partners · Peoria, Arizona
Valerie Mihailovic is a fee-only financial advisor at Intrinsic Value Partners in Peoria, Arizona. Intrinsic Value Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Founders
- Executives
- Divorced individuals
- Physicians
Facts
| Firm | Intrinsic Value Partners |
|---|---|
| Based in | Peoria, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $220.6M across 193 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 2704091 |
| Exams passed | Series 63 (1997) · Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ivpaz.com |
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Questions about Valerie
Is Valerie Mihailovic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Intrinsic Value Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valerie charge for financial advice?
Valerie's firm, Intrinsic Value Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Valerie Mihailovic based?
Valerie Mihailovic is based in Peoria, Arizona.
Is Valerie Mihailovic registered with the SEC?
Yes. Valerie Mihailovic is registered as an investment adviser representative in AZ and TX (CRD 2704091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intrinsic Value Partners manage?
Intrinsic Value Partners reports $220.6M across 193 accounts in assets under management.
How do I contact Valerie Mihailovic?
Through Valerie's website, www.ivpaz.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
- Intrinsic Value Partners 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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