Intrinsic Wealth Counsel provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Intrinsic Wealth Counsel reports 217 clients. They include 112 high-net-worth individuals, 104 individual clients and 1 pension or profit-sharing plan. Of its assets, 99.7% ($344M across 688 accounts) are managed with discretion; $1.04M across 8 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 14% |
| High-net-worth individuals | 52% | 85% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 104 | $49M | 14.2% | $471K |
| High-net-worth individuals | 112 | $295M | 85.5% | $2.63M |
| Pension and profit-sharing plans | Fewer than 5 | $1.1M | 0.3% | $1.1M |
| Total | 217 | $345M | 100% | — |
- Clients
- 104
- Regulatory AUM
- $49M
- AUM share
- 14.2%
- Avg. per client
- $471K
- Clients
- 112
- Regulatory AUM
- $295M
- AUM share
- 85.5%
- Avg. per client
- $2.63M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.1M
- AUM share
- 0.3%
- Avg. per client
- $1.1M
Total
- Clients
- 217
- Regulatory AUM
- $345M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Intrinsic Wealth Counsel charges 0.50%–1.00% a year for its Tiered fee schedule. The fee is billed in arrears. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Kairos Planning Retreat
- One-time fee of $10,000 to $15,000 for a three-day financial life planning retreat, in addition to the tiered fee.
- Planning outside an existing agreement
- Billed under a separate contract at $250 to $500 an hour, with an initial retainer of $1,200 that may be required.
Cornelius Van Zutphen owns 50% to 75% of Intrinsic Wealth Counsel. The leadership team of Intrinsic Wealth Counsel includes President Cornelius Van Zutphen. It has 7 employees, 3 of them in advisory roles.
Leadership
- Cornelius Van ZutphenPresident
- Gieselle LaceyCCO
- Cornelius Van ZutphenCIO
- Daniela JonesVP
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Daniela Urs Jones
- Cornelius Henry Van Zutphen JR
- Cornelius H. Van Zutphen III
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Intrinsic Wealth Counsel, Inc.
Cornelius Van Zutphen
Control person · since August 2013
- Owns 10% to 25% of Intrinsic Wealth Counsel, Inc.
Daniela Jones
since January 2022
Intrinsic Wealth Counsel’s regulatory assets grew 1.7× from $199M (March 2021) to $345M (April 2026); clients rose from 192 to 217 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $345M | 217 | 7 | 2 |
| Mar 2025March 2025 | $287M | 212 | 7 | 2 |
| Mar 2024March 2024 | $253M | 208 | 8 | 2 |
| Mar 2023March 2023 | $211M | 208 | 8 | 2 |
| Mar 2022March 2022 | $235M | 200 | 8 | 2 |
| Mar 2021March 2021 | $199M | 192 | 6 | 2 |
Besides its headquarters, Intrinsic Wealth Counsel has 1 office, with 2 listed addresses across 2 states.
Arizona · 1 listed address
- 1255 W. Rio Salado Pkwy, Suite 115, TempeHQ
California · 1 listed address
- 2522 Chambers Road, Tustin
Contact and registration details
- Legal name
- Intrinsic Wealth Counsel, Inc.
- Headquarters
- 1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281
- Website
- intrinsicwealthcounsel.com
- Phone
- 480-924-5613
- @intrinsic-wealth-counsel
- SEC file
- 801-21151
- Founded
- 1984
- Structure
- Arizona corporation
- Fiscal year end
- December
Intrinsic Wealth Counsel’s named custodian for separately managed accounts is Charles Schwab ($344M). Intrinsic Wealth Counsel has custody of $135M for 118 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $344M100%
At year end, Intrinsic Wealth Counsel’s separately managed accounts were mostly in funds (89%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds89%
- Cash1%
How many clients does Intrinsic Wealth Counsel have?
Intrinsic Wealth Counsel has 217 clients and manages $345 million for them, as of April 2026. They include 112 high-net-worth individuals, 104 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 April 2026
What services does Intrinsic Wealth Counsel offer?
Intrinsic Wealth Counsel provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Intrinsic Wealth Counsel charge?
Intrinsic Wealth Counsel charges 0.50%–1.00% a year for its Tiered fee schedule. The fee is billed in arrears.
Source: IWC ADV PART 2 BROCHURE - 100821, filed 3 April 2026
Which custodians does Intrinsic Wealth Counsel use?
Intrinsic Wealth Counsel’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $344M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 April 2026
How many financial advisors does Intrinsic Wealth Counsel have?
Intrinsic Wealth Counsel has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 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
What does Intrinsic Wealth Counsel invest in?
At the end of its last fiscal year, Intrinsic Wealth Counsel’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intrinsic Wealth Counsel?
Intrinsic Wealth Counsel’s direct owners are Cornelius Van Zutphen (50% to 75%) and Daniela Jones (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 April 2026
How does Intrinsic Wealth Counsel get paid?
Intrinsic Wealth Counsel is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Intrinsic Wealth Counsel?
Intrinsic Wealth Counsel’s main office is at 1255 W. Rio Salado Pkwy, Suite 115, Tempe, AZ 85281. Its phone number is 480-924-5613. Its website is intrinsicwealthcounsel.com.