Intera Financial Planners LLC

Overview

Intera Financial Planners LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator—managing discretionary portfolios and selecting outside advisers or sub‑advisors where appropriate—rather than positioning itself as a product manufacturer. Its business model centers on fee arrangements billed via hourly charges and fixed fees rather than percentage-of-assets ongoing advisory fees. Investment activity shows a clear tilt toward publicly traded equities, with the firm preferring exchange‑traded instruments as the dominant sleeve inside client portfolios. Advisory services listed include comprehensive financial planning, discretionary portfolio management and the selection of other advisers, which indicates the firm can blend direct management with externally managed solutions when a client’s needs point that direction. Intera is not an active ESG investor and is not set up as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices