Fintent
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,057,742
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Fintent Invest, Inc. provides fee-based investment advisory and comprehensive financial planning to accredited investors, physicians, high‑net‑worth individuals, trusts, and other entities. Its services include discretionary portfolio management using six proprietary model portfolios, assistance in placing clients into private alternative investments, non‑discretionary investment consulting, and standalone financial planning.
The firm’s investment approach emphasizes strategic, long‑term value‑oriented asset allocation while allowing tactical overlays and option strategies to generate income or hedge risk; it employs both fundamental and technical analysis as appropriate. Client engagements begin with a comprehensive financial plan that informs discretionary management and periodic reviews, with more frequent meetings available for certain programs.
Compared with many peers, Fintent combines a small, single‑advisor structure managing about $3 million in discretionary assets with several uncommon offerings: recurring multi‑week financial education courses and hourly, project‑based investment consulting and standalone planning. It also runs a specialized Physician Wealth Advisory program that includes quarterly reviews, cash‑flow and succession planning components, and curated access to private placements where the firm provides one‑time administrative assistance rather than ongoing monitoring.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Options & derivatives strategies
Private / alternative investments
Real estate investing
Wealth management
General retirement planning
Occupation focus
Doctor or Medical Professional
Fee options
Financial education courses at $399 per person (fixed, non-negotiable fee)
1.0% annually
$300 per hour for standalone financial planning and investment consulting services
Account minimum: $250,000 Fee-only: Hourly financial planning fee: $300 per hour; minimum 10 hours ($3,000) for comprehensive financial planning; Physician Wealth Advisory program minimum 16.66 hours ($5,000)
Main office location
Fintent
118 W. Lime Ave, Ste 110
Monrovia CA 91016, United States
Number of offices
2
Most active in
Fintent has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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