Intrinsic Wealth Counsel, Inc.

Intrinsic Wealth Counsel provides integrated financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), couples, pension and profit‑sharing plans, trusts, estates, and business entities. The firm also offers standalone portfolio management and a focused, multi‑day intensive planning experience called the “Kairos Planning Retreat,” and provides a fee‑only variable annuity rescue service through a third‑party broker‑dealer for clients who need it.

The firm describes its investment approach as value‑oriented, diversified per modern portfolio theory, and customized to each client’s tax situation and liquidity needs; it emphasizes lower‑cost institutional share classes and seeks managers who have their own money invested in the funds it selects. Financial planning is presented as a multi‑meeting process (typically over a few months) with quarterly account reviews and performance reporting, and client assets are custodied via a designated qualified custodian.

Several operational and service features distinguish the firm from many peers: the brochure discloses the use of client testimonials in advertising (a relatively uncommon practice), a salaried compensation model for its advisers rather than incentive pay tied to bringing in new assets, and an explicit offering to help clients consolidate or “rescue” legacy variable annuities through a fee‑only institutional channel. The firm operates as a small, multi‑partner team overseeing roughly $344.7 million in assets under management and documents proxy voting and class‑action claim handling through established third‑party providers.