Fees - Fee Only or Hourly Rate

At Intelligent Investing, you will only pay for the financial planning and/or investment management services that you want (stated another way, Clients can define the scope of services that they desire or need).  Or, if you are uncertain, we can always work together to define a scope of services to help you reach your financial goals.  Your choice.

We are a fee only or hourly rate firm. The hourly rate is $200 per hour.  A deposit and a signed agreement are needed to start our services, with the remainder due upon completion of our work.

Intelligent Investing - helping clients prepare for retirement and manage their investments

Intelligent Investing never accepts commissions, markup/downs, or any other type of payment from a third party. Why is this important? Because our fiduciary duty to our clients means that we are legally/ethically obligated to act solely in your best interest as a fee-only advisor.  At Intelligent Investing, YOU are the only client!