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Intellicapital Advisors
The Team

Three people, on purpose.

Intellicapital Advisors is small by design. Two Managing Partners on every household, and a Wealth Planning Coordinator who keeps the folio moving between quarters.

  • Michael McAlpin, Founder, Managing Partner & Chief Compliance Officer
    CFP® · CRD 4436877

    Michael McAlpin

    Founder, Managing Partner & Chief Compliance Officer

    Founder of Intellicapital Advisors, LLC. CERTIFIED FINANCIAL PLANNER™ professional. Serves as Founder, Managing Partner, and Chief Compliance Officer; licensed Investment Adviser Representative and lead advisor on every household.

  • Rob Fremont, Managing Partner & Wealth Advisor
    CRD 4283619

    Rob Fremont

    Managing Partner & Wealth Advisor

    Managing Partner and Wealth Advisor at Intellicapital Advisors, LLC; licensed Investment Adviser Representative. Previously Senior Portfolio Specialist at Fidelity Investments (2000–2021).

  • Karin Getka, Wealth Planning Coordinator
    Unlicensed — administrative

    Karin Getka

    Wealth Planning Coordinator

    Wealth Planning Coordinator at Intellicapital Advisors, LLC. Coordinates planning workflow across all eleven folio chapters and supports household onboarding, document gathering, and quarterly reviews. Administrative role only — not a licensed Investment Adviser Representative.

· By design

Small on purpose.

A deliberately small firm isn't a stage we're trying to grow out of — it's the design. Three principals can hold every household to the same standard because no household is ever more than one conversation from the person actually deciding.

Begin

Meet the people who'd hold your record.

No associate, no call center. Book a conversation and you'll be talking to a principal from the first minute.

· Typically within one business day ·