Intentional Wealth Planning
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 343113
- Registered since
- August 6, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Intentional Wealth Planning is organized as a limited liability company and registered with the SEC in 2026. The firm is newly formed and is identified as a capital allocator. Its stated advisory activities center on comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and delivery of educational seminars and workshops. Fee arrangements include percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Douglas Vowels
President and Chief Investment OfficerCRD 4454149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 9020 Overlook Blvd
- Time zone
- CT (UTC-6)
- Office locations
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