Firm
Money Intelligence
Santa Clara, California
Fee-only
Money Intelligence at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 41 individual clients.
- Its average account is about $623,000 (assets it manages divided by its 274 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Santa Clara, California |
|---|---|
| Website | moneyintel.com |
| Phone | (888) 865-7262 |
Money Intelligence fees
Money Intelligence 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $171 million |
| Individual clients | 41 |
| Accounts managed | 274 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 164597 |