Intentional Finance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,500,982
Clients
112
13% high-net-worth
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
112
Very HighAverage account size
$379,473
About
Intentional Finance, LLC provides discretionary asset management, financial planning and consulting, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored pension and profit‑sharing plans. The firm also makes referrals to third‑party money managers and offers implementation options that can include individual stocks, bonds, ETFs, options, mutual funds and other public and private securities.
Portfolios are tailored to each client’s goals, risk tolerance and time horizon and are monitored and rebalanced on an ongoing basis; the firm may engage third‑party sub‑advisors to assist with implementation. Financial planning clients receive written deliverables, and advisory and plan clients receive periodic reviews and educational support as part of the firm’s fiduciary service model.
Compared with most solo independent advisers, the firm discloses an affiliation with an insurance agency and offers insurance products alongside advisory services, a relationship the brochure identifies as a potential conflict of interest. It is also noteworthy that the firm provides pension/retirement plan consulting — including development of investment policy statements, selection and monitoring of plan investment options, participant education, and an acknowledged ERISA fiduciary role — services that are less common among firms of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Debt management
Divorce financial planning
Cash flow / budgeting
Fee options
Flat fees range from $0 to $20,000 for financial planning and consulting; up to $10,000 for retirement plan consulting.
Up to $500 per hour for financial planning, consulting, and retirement plan consulting services.
Main office location
Intentional Finance, LLC
7770 Jefferson St Ne, Suite 430
Albuquerque NM 87109, United States
Number of offices
1
Most active in
Intentional Finance, LLC has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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