Intelligent Investor Financial Planning, LLC

Intelligent Investor Financial Planning, LLC (CRD# 286691) is a financial advisory firm headquartered in San Francisco, CA. They manage $22,414,777 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2443 Fillmore Street #339, San Francisco, CA 94115
https://www.linkedin.com/company/intelligent-investor-financial-planning-llc
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $158,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MN, PA

Financial Advisors at Intelligent Investor Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Lafollette, financial advisor San Francisco CA
Paul S. Lafollette
CRD#: 6045808
San Francisco, CA

Paul Lafollette (CRD# 6045808) is an Investment Advisor Representative working at Intelligent Investor Financial Planning, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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