Founder · Managing Partner · CCO

Michael McAlpin

A CERTIFIED FINANCIAL PLANNER™ professional and the lead advisor on every household — coordinating investment management, tax, retirement income, and estate planning under one fiduciary relationship for families with $1M to $30M.

← The Team
Michael McAlpin, Founder, Managing Partner & Chief Compliance Officer
About

Michael McAlpin is the founder of Intellicapital Advisors, LLC, an SEC-registered investment adviser in Ponte Vedra Beach, Florida. He serves as Founder, Managing Partner, and Chief Compliance Officer, and is a licensed Investment Adviser Representative and the lead advisor on every household. Rob Fremont serves alongside him as Managing Partner.

A CERTIFIED FINANCIAL PLANNER™ professional, Michael McAlpin leads the firm’s wealth coordination practice for households with $1M to $30M in investable assets. His work integrates investment management, tax planning, retirement income planning, and estate planning coordination under a single fiduciary relationship.

The Record
Credential
CFP® — CERTIFIED FINANCIAL PLANNER™ professional
FINRA CRD
4436877
Education
B.S., Business Administration — University of North Florida
Verification
SEC IAPD — CRD# 316908 ↗Registration history is verifiable through the SEC’s Investment Adviser Public Disclosure database.
Contact
Office
4210 Valley Ridge Blvd, Suite 130, Ponte Vedra Beach, FL 32081
Phone
(866) 438-1958
Email
bafa@intellicapital.com
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