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Financial Strategies have?","answer":"Intelligent Financial Strategies has 105 clients and manages $242 million for them, as of January 2026. 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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A, filed 22 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Intelligent Financial Strategies use?","answer":"Intelligent Financial Strategies’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $140M and Charles Schwab & Co., Inc. (West Lake, TX), with $102M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Intelligent Financial Strategies have?","answer":"Intelligent Financial Strategies has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Intelligent Financial Strategies invest in?","answer":"At the end of its last fiscal year, Intelligent Financial Strategies’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 3% U.S. government and agency bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Intelligent Financial Strategies?","answer":"Intelligent Financial Strategies’ direct owner is Jason Good (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Intelligent Financial Strategies get paid?","answer":"Intelligent Financial Strategies is paid through a percentage of assets under management and fixed fees. 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