Firm
Intelligent Investing
Loveland, Colorado
Fee-only
Intelligent Investing at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 95 individual clients, 29 of them high net worth.
- Its average account is about $410,000 (assets it manages divided by its 289 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Loveland, Colorado |
|---|---|
| Website | intelligentinvestingllc.com |
| [email protected] | |
| Phone | (970) 776-4346 |
Intelligent Investing fees
Intelligent Investing doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $119 million |
| Individual clients | 66 |
| High-net-worth clients | 29 |
| Accounts managed | 289 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131516) |
| Financial planning | Offered |
| Form ADV filed | August 7, 2026 |
| SEC record | CRD 286233 |