Firm
Intelligent Investing
Greenville, South Carolina
Fee-only
Facts
| Based in | Greenville, South Carolina |
|---|---|
| Website | investedwithyou.com |
| Phone | (864) 679-0500 |
Intelligent Investing fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|
In the firm's words
"Minimum $250,000 Investable Assets" source
"Minimum $250,000 Investable Assets" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $54 million |
| Individual clients | 16 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 286436 |