PlannerFees

Intelligence Driven Advisers, LLC fees and pricing

Financial planner in Carlsbad, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Intelligence Driven Advisers, LLC charges $175⁠-⁠$675 an hour, a flat or project fee of $2,500⁠-⁠$10,000, a quarterly fee of $2,500, and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175⁠-⁠$675/hr
“Fixed fees generally range from $2,500 to $10,000, and hourly rates range from $175 to $675.”
Flat or project fee
$2,500⁠-⁠$10,000

From the same sentence as above.

Quarterly fee
$2,500/qtr
“The Firm requires a minimum fee of $2,500 per quarter ($10,000 annually).”
Annual fee
$10,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Intelligence Driven Advisers, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “All fees are negotiable at the Firm’s discretion, and some clients may pay lower fees.”
  • “Billing Method Advisory fees are assessed quarterly in advance and are calculated based on the value of the client’s assets under management as of the close of business on the last business day of the prior calendar quarter.”
  • “Clients may elect to be billed directly instead.”

How Intelligence Driven Advisers, LLC’s fees compare

  • Its hourly rate of $175-$675 spans the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
  • 22 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
  • 9 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.
  • Its annual fee of $10,000 is above the California median of $6,250. 64% of the 224 other California planners that publish an annual fee charge less.
  • 1 of the 2 other planners in Carlsbad that publish an annual fee charge less.

About Intelligence Driven Advisers, LLC

  • Firm size: 22 employees.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Minimum
$2,500 minimum fee (stated in brochure)
Clients
649
Employees
22
Works with
Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
Assets managed
$881,932,987
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
299589
Website
plus.google.com/110642924824556661527 (opens in new tab)
Phone
(888) 401-2083

Can advise clients in 11 states: Arizona, California, Colorado, Florida, Louisiana, Nebraska, Nevada, Texas, Utah, Virginia, Wisconsin

Other planners in Carlsbad that publish fees

Compare all 34 planners in Carlsbad

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.