Intent Advice, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides consulting and investment advisory services to a small client base that includes high‑net‑worth individuals, small businesses, charitable organizations, endowments, trusts and estates, delivering written financial plans, advice about specific investments, and ongoing advisory reviews. It does not take custody of client assets or execute securities transactions on clients’ behalf.
Advice is tailored to each client’s Investment Profile and delivered through fixed‑fee or hourly engagements rather than through discretionary portfolio management or percentage‑of‑assets arrangements; when implementation is needed, the firm coordinates with client‑selected custodians, broker‑dealers, or unaffiliated advisers. The firm conducts periodic reviews (at least annually, commonly quarterly) and often serves as a coordinator among a client’s other professionals.
Notably, the firm does not manage client assets and reports no assets under management, a model that differs from most independent advisers who provide portfolio management and charge asset‑based fees. The firm has disclosed a prior regulatory consent order that included a suspension and monetary penalties and, upon relicensing, operates under a conditional licensing arrangement requiring independent compliance oversight — a disclosure event that is uncommon among peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans and consulting services, negotiated case-by-case
$250 to $400 per hour based on complexity and urgency
Fixed annual fee for ongoing advice, amount negotiated and prorated if less than a year
Fee-only: Fixed fees ranging from $1,500 to $25,000 based on complexity; Hourly fees from $250 to $400 per hour
Main office
106 Lafayette Street, Suite 3, Lower Falls Landing
Yarmouth ME 04096-6125
Advisors at this office
1
Most active in
Maine
Also doing business as
Intent Advice, Inc. · Steadfast Planning Partners Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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