# Vincent Rossi

> Vincent Rossi is a fee-only financial advisor at Intelligent Capitalworks in Scottsdale, Arizona, who holds the CFP credential. Intelligent Capitalworks reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/vincent-rossi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Intelligent Capitalworks
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $376.6M across 341 accounts
- **Credentials:** CFP
- **CRD:** 1201864 (https://adviserinfo.sec.gov/individual/summary/1201864)
- **SEC registration:** Investment adviser representative in AZ, CA, DE, FL, LA, TX
- **Exams passed:** Series 63 (1992), Series 65 (1992)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.intelligentcapitalworks.com

## Frequently asked questions

### Is Vincent Rossi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Vincent 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 Vincent charge for financial advice?

Vincent's firm, Intelligent Capitalworks, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Vincent Rossi based?

Vincent Rossi is based in Scottsdale, Arizona.

### What credentials does Vincent Rossi hold?

Vincent Rossi holds the CFP credential.

### Is Vincent Rossi registered with the SEC?

Yes. Vincent Rossi is registered as an investment adviser representative in AZ, CA, DE, FL, LA and TX (CRD 1201864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Intelligent Capitalworks manage?

Intelligent Capitalworks reports $376.6M across 341 accounts in assets under management.

### How do I contact Vincent Rossi?

Through Vincent's website, www.intelligentcapitalworks.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1201864): 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

---

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