Michael P. Mcalpin

CRD#: 4436877

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Patrick Mcalpin, CFP®, who also goes by Michael P Mcalpin, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2001. Michael had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Core Areas of Focus

Blended Families

Budgeting

Cash Flow Analysis

Cryptocurrency & NFT's

College Planning

Customized Portfolios

Estate Planning

ESG (Environmental Social Governance)

Executive Compensation (ISO

RSU

Stock Options)

High Net Worth Planning

Investment Management

Philanthropic and Non-Profit

Real Estate (LLP

REIT's

Private Placement)

Retirement Planning

Risk Management and Insurance Planning

Tax Planning and Preparation

Trust and Estate Planning

Divorce Planning

Biography

High-net-worth wealth management specialist focused on retirement income planning, investment strategies, and multi generational wealth preservation. My personalized approach and deep market knowledge empower clients to achieve their long-term financial goals. CFP®, MBA. Let's connect to discuss your wealth planning objectives.

Question & Answer

What are your service offerings?

Financial Planning,

Investment Management,

Tax Planning,

Retirement Planning,

Estate Planning,

Legal Services (Will, Estate, ...

Financial Coaching

How do you get paid?

Fee-Only,

% of AUM

Are you a "fiduciary"?

Aliases

Michael P Mcalpin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Past

November 9, 2021 - December 31, 2025

INTELLICAPITAL ADVISORS LLC

RIA

CRD#: 316908

PONTE VEDRA, FL

Past

July 13, 2018 - May 27, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

January 23, 2007 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

October 18, 2001 - May 27, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTELLICAPITAL ADVISORS LLC

CRD#: 316908 / SEC#: 801-135277

RIA

Registered Investment Advisory firm - (2/5/2026 Approved)

Florida

Registered Investment Advisory firm - (2/16/2026 Termination Requested)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/16/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/23/2009

General Securities Sales Supervisor - Options Module Examination

Current Firm

INTELLICAPITAL ADVISORS LLC

CRD#: 316908 / SEC#: 801-135277

RIA

Registered Investment Advisory firm - (2/5/2026 Approved)

Florida

Registered Investment Advisory firm - (2/16/2026 Termination Requested)

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Contact information

Main Address

4210 Valley Ridge Blvd #130 141, 142, Ponte Vedra, FL, 32081

Mailing Address

Phone number

(866) 438-1958

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- INTELLICAPITAL ADVISORS LLC (2/16/2026)

Regulatory assets under management

Total Number of Accounts	451
AUM (Assets Under Management)	$ 118,923,953

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Michael P. Mcalpin

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INTELLICAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2006

Series 63

Date: 11/30/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/17/2001

Series 10

Date: 3/16/2009

Series 9

Date: 2/23/2009

Current Firm

INTELLICAPITAL ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTELLICAPITAL ADVISORS LLC

TRUST BUT VERIFY

Contact information

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