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).

By the Numbers
  • Total Assets Under Management
    235
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $384,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, NY, TX

Financial Advisors at Intrinsic Wealth Counsel, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Charles T. Autrey
CRD#: 1161290
1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281

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.

2
Daniela U. Jones
CRD#: 5976893
1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281

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. 

 

3
Cornelius H. Van Zutphen
CRD#: 5264496
2522 Chambers Road, Tustin, CA 92780

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.

4
Cornelius H. Van Zutphen
CRD#: 1261512
1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281

Cornelius Van Zutphen (CRD# 1261512) 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. 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.

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