Intelligent Capitalworks fees and pricing

Financial planner in Scottsdale, Arizona. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Intelligent Capitalworks charges $200⁠-⁠$1,000 an hour 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: $200⁠-⁠$1,000/hr; “All rights reserved. generally range from $200 to $1,000 per hour, plus any expenses we incur on the client’s behalf, depending upon the nature, complexity, scope and urgency of the Professional Services and the individuals rendering the Professional Services.”

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

“We will calculate, invoice and debit these charges from one or more of the client’s Accounts on a work-in-progress cost accounting basis.”

Its hourly rate of $200-$1,000 spans the Arizona median of $275. 97% of the 195 other Arizona planners that publish an hourly rate charge less.
49 of the 53 other planners in Scottsdale that publish an hourly rate charge less.

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: 0.5% a year
Clients: 96
Employees: 6
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $376,600,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 135081
Website: intelligentcapitalworks.com (opens in new tab)
Phone: (480) 951-2900

Is something on this page wrong or out of date?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.