Intrinsic Wealth Counsel, Inc.

Intrinsic Wealth Counsel, Inc. at a glance

• One of 212 fee-only firms based in Arizona in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 7 employees and 216 individual clients, 112 of them high net worth.
• Its average account is about $495,000 (assets it manages divided by its 696 accounts).

Fee-only advisors in Arizona · What fee-only advisors charge in Arizona

Facts

Intrinsic Wealth Counsel, Inc. fees

Intrinsic Wealth Counsel, Inc. 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

Advisors at this firm (2)

• Cornelius Van Zutphen

  AAMS · CFP · CRPC

• Daniela Jones

  CFP · CFA