Intelligent Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fees charged at an hourly rate $ 200 per hour, in 15-minute increments Fees based on service or a procedure Depends on the complexity of the service and disclosed before the commencement of the service.”

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

How Intelligent Investments bills

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

• “Our firm’s fees are billed on a pro-rata annualized basis quarterly in arrears based on the value of the last quarter.”
• “It will be assessed on a pro-rata basis taking into account the time for which the account was not managed by us.”
• “In both cases, the client will be invoiced directly and they will pay Intelligent Investments.”

How Intelligent Investments’ fees compare

• Its hourly rate of $200 is below the South Dakota median of $250. 15% of the 13 other South Dakota planners that publish an hourly rate charge less.
• None of the 8 other planners in Sioux Falls that publish an hourly rate charge less.

About Intelligent Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

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% a year

Clients

66

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$17,150,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164513

Phone

(605) 271-0271

Can advise clients in 4 states: Iowa, Minnesota, Oklahoma, South Dakota

Other planners in Sioux Falls that publish fees

• Alternative Strategies Group, Inc.Sioux Falls$1,000
• Aspen Private Advisors, LLCSioux Falls$400/hr, $50,000
• Hyline WealthSioux Falls$150⁠-⁠$250/hr, $1,000
• Impact Wealth ManagementSioux Falls$375/hr, $4,000
• Resolve Capital Management LLCSioux Falls$500⁠-⁠$5,000, $3,000/yr
• Sage Capital Advisors, LLCSioux Falls$250/hr

Compare all 16 planners in Sioux Falls