Intentional Wealth Planning

Overview

Intentional Wealth Planning is organized as a limited liability company and is a newly formed SEC-registered investment adviser (registration year 2026). Ownership is listed as individual. The firm positions itself as a small, advice-focused practice offering financial planning and portfolio management for individuals and small businesses, along with educational seminars and the selection of other advisers. It lists multiple fee arrangements — a percentage-of-AUM option plus hourly and fixed-fee engagements — and identifies itself as a capital allocator, which signals a role in directing client capital to external managers or strategies rather than exclusively running proprietary in-house sleeves. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices