Money Intelligence fees and pricing

Financial planner in Santa Clara, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 10, 2026, Money Intelligence charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “The cost for a basic financial plan is a flat cost of $5,000 per year in the year implemented.”

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

“The fixed fee for the corporate retirement account will be collected in advance.”
“For clients whose assets are managed outside of the retirement account, fees are paid quarterly in arrears, and clients may terminate their contracts with thirty days’ written notice.”
“Corporations can be invoiced and billed directly quarterly in advance.”

Its annual fee of $5,000 is below the California median of $6,250. 33% of the 224 other California planners that publish an annual fee 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: 41
Employees: 3
Works with: Individuals and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $170,605,315
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 164597
Website: moneyintel.com (opens in new tab)
Phone: (888) 865-7262

Can advise clients in 2 states: California, Illinois

Is something on this page wrong or out of date?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