INTENTIONAL LIVING FP

Overview

Intentional Living Fp is an independent registered investment adviser structured as a limited liability company that serves individual and family clients. Its advisory model blends financial planning with discretionary portfolio management and selection of third‑party advisers, and the firm also runs educational seminars and workshops. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees are all used—allowing the firm to tailor engagements to different client needs. The firm is equity‑centric: exchange‑traded equities represent the dominant allocation across client accounts, and the investment program appears built around a liquid core of listed securities and funds. At the same time Intentional Living Fp acts as a capital allocator, directing a portion of client capital to external alternative managers across private equity, venture capital, hedge funds and digital currency exposures. The firm is not marketed as an ESG specialist and is registered to serve clients in a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices