Intrinsic Value Partners, LLC 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

$300/hr

“Financial Planning, Consulting and 529 Rebalancing Fees IVP generally charges $300 on an hourly basis to provide clients with stand-alone financial planning or consulting services.”

Quarterly fee

$3,625/qtr

“The total quarterly fee assessed to the client is $3,625 ($14,500 / 4).”

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

How Intrinsic Value Partners, LLC bills

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

• “The annual fee is prorated and charged quarterly, in arrears, based upon the 6 market value of the assets being managed by IVP on the last day of the previous billing period.”
• “In the event the Agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding balance is charged to the client, as appropriate.”
• “If the client does not have a related account at Schwab, the client is billed directly for this fee.”

How Intrinsic Value Partners, LLC’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 20 of the 42 other planners in Phoenix that publish an hourly rate charge less.

About Intrinsic Value Partners, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

71

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$220,560,987

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165214

Website

ivpaz.com (opens in new tab)

Phone

(480) 522-2032

Can advise clients in 2 states: Arizona, Texas

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