Intrinsic Wealth Counsel, Inc.
Intrinsic Wealth Counsel, Inc. (CRD# 105022) is a financial advisory firm headquartered in Tempe, AZ. They manage $235,122,245 in 612 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management235MILLION
-
Total Number of Accounts612ACCOUNTS
-
Average Account Value$384,187
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, IL, NY, TX
Charles Autrey (CRD# 1161290) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 38 years of experience in the finance industry.
Daniela Jones (CRD# 5976893) is Wealth Manager working at Barnes Investment Advisory, Inc. in Phoenix, AZ and has 11 year of experience in the finance industry.
Daniela Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Daniela is also a CFA® charterholder and holds a Bachelor of Business Administration from Saint Mary’s College, Notre Dame, IN.
Cornelius Van Zutphen (CRD# 5264496) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tustin, CA and has over 15 years of experience in the finance industry. Cornelius Van Zutphen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cornelius Van Zutphen (CRD# 1261512) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 37 years of experience in the finance industry. Cornelius Van Zutphen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.