Vincent Rossi
Intelligent Capitalworks · Scottsdale, Arizona
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.
Request an introduction to Vincent →
Facts
| Firm | Intelligent Capitalworks |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $376.6M across 341 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, DE, FL, LA, TX · CRD 1201864 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.intelligentcapitalworks.com |
How Vincent's firm compares
- Intelligent Capitalworks's average account is about $1.1 million, from its Form ADV (assets managed divided by 341 accounts).
Request an introduction to Vincent
Tell Vincent a little about what you're looking for. Vincent isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Vincent
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.
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.
See something wrong? Request a correction. Read our methodology.