Intelligent Investor Financial Planning, LLC fees and pricing
Financial planner in San Francisco, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Intelligent Investor Financial Planning, LLC charges an annual fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$2,500/yr
“All financial planning engagements are assessed fixed fees that range from $500 to $2,500 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Intelligent Investor Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment requests for our fees will be preceded by our invoice.”
- “Fees are to be paid by check or draft from US-based financial institutions or through a qualified, unaffiliated PCI compliant1 third-party processor.”
- “No deposit is required; the fee is paid in advance and may be paid in equal installments on a monthly or quarterly basis per the client’s preference.”
How Intelligent Investor Financial Planning, LLC’s fees compare
- Its annual fee of $500-$2,500 is below the California median of $6,250. 12% of the 224 other California planners that publish an annual fee charge less.
- 2 of the 11 other planners in San Francisco that publish an annual fee charge less.
About Intelligent Investor Financial Planning, LLC
“We provide educational workshops involving a broad range of financial planning and investing topics.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 60
- 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
- $34,338,132
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286691
- Phone
- (215) 868-4605
Can advise clients in 3 states: California, Minnesota, Pennsylvania
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.