Advisor at Wealth Intelligence, LLC
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Firm
Wealth Intelligence, LLC
Location
Columbus, GA 30295
Credentials
Series 66
Industry experience
3 years
Alfredo Gonzalez is a financial advisor at Wealth Intelligence, LLC with three years of industry experience. He holds a Series 66 designation and has prior experience with Raymond James Financial Services Advisors, Inc. and the United States Army. Outside of his advisory work, he serves as a non-compensated board member for the National Civil War Naval Museum. Wealth Intelligence advises individuals and families, including high-net-worth and multi-generational households, providing investment advisory, financial planning, business consulting, and customized family office services. The firm’s investment approach combines top-down thematic analysis with fundamental research, focusing on U.S. equities and supplemented by ETFs, fixed income, and cash, while employing strategies such as derivatives and margin in separately managed accounts.
Based on Wealth Intelligence, LLC
Flat, project-based fees for business consulting and family office services depending on scope.
Up to 2.00% annually, negotiable based on account size and services
Hourly fees for financial planning and business consulting services, rates negotiated and set in client agreements.
Account minimum: $2,000,000 Fee-only: Financial planning fees offered on hourly, annual, or flat-fee basis; often included with investment advisory fee for ongoing clients.
2900 Warm Springs Rd
Columbus, GA 30295
Georgia
Wealth Intelligence, LLC
2024 - Present (2 years)
Raymond James Financial Services Advisors, Inc.
2022 - 2025 (3 years)
United States Army
2022 - 2022 (1 year)
Raymond James Financial Services, Inc.
2022 - 2025 (3 years)
Wealth Intelligence
2022 - 2024 (2 years)
United States Army
2017 - 2022 (5 years)
United States Army
2012 - 2017 (5 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
Columbus, GA
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Series 66
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Fluid Financial Planning, LLC
CFP®, CFA®, Series 65
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Townsend Wealth Management
CFP®, Series 65
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Townsend Wealth Management
CFP®, Series 66
Columbus, GA
Wealth Intelligence, LLC
Series 63, Series 65
Columbus, GA
Momentum Wealth Management
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