Fee-only adviser · Greenville, SC
Intelligent Investing
Intelligent Investing is a fee-only investment adviser registered with the securities regulator of South Carolina, with its main office in Greenville, South Carolina. On its latest Form ADV, filed February 11, 2026, it reports $54M in regulatory assets under management, 31 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: South Carolina |
|---|---|
| Firm CRD number | 286436 |
| Office | 33 Market Point Drive Greenville, SC 29607 |
| Phone | (864) 679-0500 |
| Website | www.investedwithyou.com |
| Regulatory assets under management | $54M ($53M discretionary) |
| Individual clients | 16 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Greenville
- The Fiduciary Alliance $2.5B
- Global View Investment Advisors, LLC $554M
- Hardin Capital Partners, LLC $448M
- Norris Financial Group, LLC $353M
- Southeast Financial Advisors $133M
- Goepper Burkhardt LLC $380M
See all 17 fee-only advisers in Greenville →
Nearby
- Greer 2 firms
- Simpsonville 2 firms
- Boiling Springs 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Intelligent Investing? Update this listing.