AdvisorOS Directory
Claim Profile
GL

Gieselle Lacey

INTRINSIC WEALTH COUNSEL, INC.·TEMPE, Arizona
Unclaimed Profile
1255 W. RIO SALADO PKWY, TEMPE, AZ 85281CRD# 7891531Firm CRD# 105022
01

About

Gieselle Lacey is a registered financial advisor based in TEMPE, Arizona, affiliated with INTRINSIC WEALTH COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INTRINSIC WEALTH COUNSEL, INC.
INTRINSIC WEALTH COUNSEL, INC.
AUM
$253M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at INTRINSIC WEALTH COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: MINIMUM RETAINER FEE
Regulatory
SEC/IARD CRD# 7891531
Firm CRD# 105022
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TEMPE?

Browse all registered financial advisors in TEMPE, Arizona or claim this profile if it's yours.

Browse TEMPE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gieselle Lacey offer?
Gieselle Lacey specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Gieselle Lacey's credentials?
Gieselle Lacey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gieselle Lacey located?
Gieselle Lacey is based in TEMPE, Arizona, working with INTRINSIC WEALTH COUNSEL, INC.. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Gieselle Lacey charge for services?
Gieselle Lacey's firm is compensated through percentage of aum, hourly charges, other: minimum retainer fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTRINSIC WEALTH COUNSEL, INC.?
INTRINSIC WEALTH COUNSEL, INC. has approximately 8 employees and manages $253M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in TEMPE
Lynn Taylor Johnson — PHILIP O. JOHNSON & COMPANY, LTD.Cornelius Henry Van Zutphen — INTRINSIC WEALTH COUNSEL, INC.Cornelius H. Van Zutphen — INTRINSIC WEALTH COUNSEL, INC.Geoffrey Wayne White — CAPITAL STRATEGIES GROUP, LLCPhilip Otho Johnson — PHILIP O. JOHNSON & COMPANY, LTD.
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile