# Intelligent Investor Financial Planning, LLC

> Intelligent Investor Financial Planning, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 286691
- Filed as: INTELLIGENT INVESTOR FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286691
- AdvisorCensus page: https://advisorcensus.com/firm/intelligent-investor-financial-planning-llc-san-francisco-ca-286691

## Quick answers

**How is Intelligent Investor Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Intelligent Investor Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Intelligent Investor Financial Planning, LLC located?**
Intelligent Investor Financial Planning, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Intelligent Investor Financial Planning, LLC registered with the SEC or a state?**
Intelligent Investor Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286691.

**How much does Intelligent Investor Financial Planning, LLC manage?**
Intelligent Investor Financial Planning, LLC reports $34,338,132 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does Intelligent Investor Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (21).

**Does Intelligent Investor Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286691

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $34,338,132
- Discretionary: $0
- Non-discretionary: $34,338,132

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $8,644,119 |
| High net worth individuals | 21 | $25,694,013 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, MN, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [iifinancialplanning.com](https://iifinancialplanning.com)
- Facebook @intelligentinvestorfinancialplanning
- LinkedIn @intelligent-investor-financial-planning-llc
- X @notes_n_numbers

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intelligent Investor Financial Planning, LLC (CRD 286691): Form ADV filing data as of October 2026.