RIA Intel›Advisers›California›INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC

INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC

Advisory

CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA

#3,829

of 5,480 advisers by AUM

Average account

$224K

across 153 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$34M

Discretionary AUM$0

Non-Discretionary AUM$34M

Discretionary %0%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MN, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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