{"url":"https://nivawealth.com/firms/intrinsic-wealth-counsel-105022","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105022","regulatoryAum":344681068,"crd":"105022","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5976893","suffix":null,"lastName":"JONES","firstName":"DANIELA","middleName":"URS"},{"crd":"1261512","suffix":"JR","lastName":"VAN ZUTPHEN","firstName":"CORNELIUS","middleName":"HENRY"},{"crd":"5264496","suffix":"III","lastName":"VAN ZUTPHEN","firstName":"CORNELIUS","middleName":"H."}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-26","regulatoryAum":198629894,"clients":192,"employees":6,"offices":2},{"filedOn":"2022-03-28","regulatoryAum":235122245,"clients":200,"employees":8,"offices":2},{"filedOn":"2023-03-28","regulatoryAum":210957992,"clients":208,"employees":8,"offices":2},{"filedOn":"2024-03-27","regulatoryAum":252828161,"clients":208,"employees":8,"offices":2},{"filedOn":"2025-03-25","regulatoryAum":287425419,"clients":212,"employees":7,"offices":2},{"filedOn":"2026-04-03","regulatoryAum":344681068,"clients":217,"employees":7,"offices":2}],"secFileNumber":"801-21151","legalName":"Intrinsic Wealth Counsel, Inc.","displayName":"Intrinsic Wealth Counsel","slug":"intrinsic-wealth-counsel-105022","website":"https://intrinsicwealthcounsel.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/105022/e2ce454aa829f9f0-r1.webp","tone":"light","width":211,"height":200,"sourceUrl":"https://intrinsicwealthcounsel.com/","sourceLabel":"Intrinsic Wealth Counsel, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/intrinsic-wealth-counsel/","founded":"1984","organization":"Arizona corporation","fiscalYearEnd":"December","headquarters":{"street":"1255 W. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Intrinsic Wealth Counsel offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Intrinsic Wealth Counsel charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Intrinsic Wealth Counsel use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Intrinsic Wealth Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Intrinsic Wealth Counsel invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Intrinsic Wealth Counsel?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Intrinsic Wealth Counsel get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Intrinsic Wealth Counsel?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}