Intrinsic Wealth Counsel, Inc.
Intrinsic Wealth Counsel, Inc. (CRD# 105022) is a financial advisory firm headquartered in Tempe, AZ. They manage $252,828,161 in 664 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management253MILLION
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Total Number of Accounts664ACCOUNTS
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Average Account Value$380,765
- 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, WA, WI
Charles Autrey (CRD# 1161290) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 40 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 17 years of experience in the finance industry.
Cornelius Van Zutphen (CRD# 1261512) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 39 years of experience in the finance industry.