I
Intelligent Worth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$350,658
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Intelligent Worth provides comprehensive financial planning and discretionary portfolio management to individual clients (including non‑high‑net‑worth individuals) and high‑net‑worth clients, and offers guidance on employer‑sponsored retirement plans. The firm operates on a fee‑only basis and does not accept commissions or sales‑based compensation.
The firm follows a predominantly passive, index‑based investment approach, building portfolios from low‑cost index mutual funds and exchange‑traded funds with an emphasis on asset allocation, low turnover, and tax efficiency. Accounts are managed on a discretionary basis against client‑specific investment policy statements and allocation targets.
Notably, Intelligent Worth does not rely on the common percentage‑of‑assets‑under‑management fee model and instead uses flat ongoing advisory fees, a structure that is uncommon among peer investment managers. The firm is small with modest assets under management, its principal spends substantial time in other advisory and financial services roles, and it uses an institutional custody arrangement that provides access to custodial and trading resources.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Passive / index investing
Fee options
Minimum fee: Annual fee of $500 to $1,500 depending on client complexity and needs Fee-only: Annual financial planning and portfolio management fees from $500 to $1,500 paid in advance
Main office location
Intelligent Worth
Atlanta GA, United States
Number of offices
1
Most active in
Intelligent Worth has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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