INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC

INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 286691). Regulatory assets under management: $34.3M.

Registration

• CRD: 286691
• Type: Registered investment adviser
• Phone: (215) 868-4605
• Latest filing: 2026-03-25
• Regulatory AUM: $34.3M
• Non-discretionary AUM: $34.3M
• Clients: 1
• Accounts: 153

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search