Three people. No layers.
You won't be handed off. The people who decide your plan are the people you'll talk to — and the people whose names are on the record.
Michael McAlpin
Michael founded Intellicapital in 2021 after two decades in financial planning, most recently as a Vice President and Financial Planning Consultant at Fidelity Investments in Jacksonville, Florida, from 2001 to 2021. He left to build the firm he'd been describing for years — one where the proof of fiduciary loyalty is kept standing, not reconstructed under examination.
He carries the firm's dual responsibility: leading the practice as Managing Partner and owning its compliance record as Chief Compliance Officer. He also designed and wrote BAFAos — the firm's operating system of record — himself. Every material decision the firm makes ultimately answers to the standard he set on day one.
Robert Fremont
Rob is the firm's other licensed adviser and a Managing Partner. He carries household relationships and the investment discipline behind every folio — translating each family's plan of record into a portfolio that serves it, and keeping that portfolio honest between reviews.
Where Michael holds the firm's compliance conscience, Rob holds its investment conviction: the belief that a portfolio is a set of decisions, each one owed a reason and a signature.
Karin Getka
Karin is the connective tissue of the firm — coordinating the planning work and keeping each household's record moving between you, your documents, and the advisers. When a beneficiary form needs refreshing or a folio needs assembling, she's the reason nothing falls through the gap.
She does not provide investment advice; her work is coordination and care — and it's the quiet reason the standard holds at the level of detail where most firms let it slip.
Small, on purpose.
A deliberately small firm isn't a stage we're trying to grow out of — it's the design. Three people can hold every household to the same standard because no household is ever more than one conversation from the person actually deciding.
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.
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