Intrinsic Wealth Counsel, Inc.
Intrinsic Wealth Counsel, Inc. (CRD# 105022) is a financial advisory firm headquartered in Tempe, AZ. They manage $125,821,926 in 506 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management126MILLION
-
Total Number of Accounts506ACCOUNTS
-
Average Account Value$248,660
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, NY, TX
Cornelius Van Zutphen (CRD# 5264496) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Irvine, CA and has over 10 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 33 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.
Charles Autrey (CRD# 1161290) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 33 years of experience in the finance industry.
Brian Frederick (CRD# 4217227) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 16 years of experience in the finance industry. Brian Frederick 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.