Firm
Intelligent Investor Financial Planning
San Francisco, California
Fee-only
Intelligent Investor Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 60 individual clients, 21 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 153 accounts).
- Its ongoing planning fee starts at $500 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | iifinancialplanning.com |
| Phone | (215) 868-4605 |
Intelligent Investor Financial Planning 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.
| Ongoing planning | From $500 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"Priced at $500.00 annually, the bronze plan provides basic goal based financial planning" source
"Priced at $500.00 annually, the bronze plan provides basic goal based financial planning" 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 · Fixed fees |
|---|---|
| Assets managed | $34 million |
| Individual clients | 39 |
| High-net-worth clients | 21 |
| Accounts managed | 153 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 286691 |