Intelligent Financial Strategies, Llc
- Regulatory AUM
- $242M
- Discretionary
- $242M
- Clients
- 105
- Avg AUM / client
- $2.3M
- Accounts
- 326
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $18.1M | 7.5% |
| High net worth individuals | 72 | $221M | 91.3% |
| Charitable organizations | Fewer than 5 clients | $2.8M | 1.17% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Andersen 401 K Plan Andersen Corporation | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Patrick Good | Managing Member And Chief Compliance Officer | CFP CFA | May 2010 (16y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Andersen 401 K Plan | Andersen Corporation | 13,271 | $1.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/23/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $140M (58% of AUM) Jan 2026
- Charles Schwab & Co. $102M (42% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗