INTELUS Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,871,884
This total excludes 44 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
290
14% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
290
Very HighAverage account size
$220,248
About
INTELUS Advisory Group, LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers tiered services (Wellness, Intensive, Emerging, Investment-Only), project-based planning, and pension consulting with no stated account minimum.
The firm’s investment process relies on fundamental analysis and modern portfolio theory and may include individual stocks, bonds, ETFs, options, mutual funds, private placements, margin and options strategies; portfolios are regularly monitored and rebalanced and meeting frequency varies by service tier (e.g., semiannual for Wellness, three times per year for Intensive, two times per year for Emerging, and an annual review for Investment-Only). IAG also uses third‑party managers and offers access to LPL-sponsored programs (ManagerAccess Select, ModelWealth Portfolios, Optimum Market Portfolios) when appropriate.
Noteworthy for a firm of its size, the firm’s principal is also a registered representative of LPL Financial (doing business as INTELUS Wealth Management) and is an independently licensed insurance agent, and in those capacities may receive commissions or other compensation for brokerage or insurance products sold outside advisory accounts; clients are not required to use those services. The firm custodians client assets at LPL, receives platform and research support from that custodian, and manages roughly $89 million across about 290 client relationships, combining a small advisory team with access to sponsor platforms and custodial resources.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Social Security optimization
General estate planning guidance
Tax-loss harvesting
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Project-based fixed fees range from $500 - $12,000
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,000+: 0.80%
Commissions earned on sale of securities or investment products outside advisory accounts through LPL Financial by registered representative
Maximum hourly rate $500; $275/hour for Investment-Only clients for financial planning and consulting
Fee-only: Financial planning and consulting fees range: $500 - $7,500 annually; project-based fixed fees $500 - $12,000; hourly rates up to $500 ($275/hour for Investment-Only clients)
Main office location
INTELUS Advisory Group, LLC
1014 Edenton St
Birmingham AL 35242, United States
Number of offices
1
Most active in
INTELUS Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Georgia · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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