Money Intelligence

No, Money Intelligence is a registered investment advisor. Money Intelligence's third-party administration and recordkeeping partners have been in business for over 40 years and seamlessly handle all of the recordkeeping and administration on behalf of Money Intelligence's clients. Why don't you display reviews of testimonials? As a registered investment advisor, Money Intel is prohibited from posting on its website a client's positive review or favorable statement (a "testimonial") or even from linking to such a testimonial if one of our clients posts such an endorsement on another site. We are careful to comply with the regulations regarding this restriction, which is why you will not find a public section on our website asking for client feedback.