About Intelligent Investing Inc.
Reviews for Intelligent Investing Inc.
Write a reviewHours
Monday: ClosedTuesday: 9AM - 6PM
Wednesday: 9AM - 6PM
Thursday: 9AM - 6PM
Friday: 9AM - 6PM
Saturday: 9AM - 12PM
Sunday: Closed
Tips
by appointment only
Intelligent Investing Inc. is an hourly financial advisor serving Albuquerque and Santa Fe, specializing in hourly financial planning, retirement planning, and investment management. The firm operates on an hourly fee structure with no commissions or third-party payments, providing unbiased fiduciary advice. Reviews consistently describe the service as highly detailed, thorough, accurate, and professional. Clients report that the advisor takes time to understand their current finances and goals, creating workable and meticulous retirement plans. The approach is described as very informative and productive, helping clients understand the mechanisms to meet their financial goals and retire with confidence. The advisor is noted for being accessible, personable, patient, and very reasonable. He is commended for explaining complex situations clearly, answering questions quickly, and delving deep into details to provide comprehensive guidance. Clients, including a retired financial advisor, highly recommend the service for its professional and thorough planning, often with arrangements for ongoing annual reviews.
We enjoy working with Dave, and appreciate his thorough, thoughtful and personal approach to financial management. He asked us the right questions to meet our personal needs. Then Dave gave us an explanation of the advantages and disadvantages of various choices. It's a pleasure working with him and we appreciate his valuable advice.
My wife and I have gone through several financial advisors as we searched for the right one to meet our needs. We found Dave and couldn't be happier. He's accessible, professional, and his rates are very reasonable. And most importantly, he's highly detailed. Dave has a legal background and isn't afraid to delve deep into the weeds, which we really appreciated. We cannot thank him enough for creating a workable and meticulous plan for our upcoming retirement.
I am a retired financial advisor and hired David to both give me a second opinion on my investments and retirement planning, and also to have in place a professional to assist my wife if I am temporarily incapacitated. I found David's work to be accurate, thorough, and delivered in a very professional and personable way. I would highly recommend David Hogans for your planning needs, and I feel comfortable knowing that he's familiar with our situation and can step in and advise my wife when and if needed. We will revisit our plan with David annually so he's kept in the loop.