Intentional-Growth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves a broad set of clients — individuals and families, trusts and estates, small businesses, charitable organizations, and retirement accounts — and offers portfolio management alongside wealth (financial) planning delivered as hourly, subscription, flat-fee, or project engagements. It also provides educational seminars, workshops, and one‑on‑one virtual advice, with advisory services provided on a non‑discretionary basis under a fiduciary standard.
Investment guidance is tailored to client goals and risk tolerance and combines passive and active strategies, with both fundamental and technical analysis used in security selection and portfolio construction. Behavioral finance and client education are integrated into the process through the firm’s proprietary H.I.M.E. framework, which is used as an educational tool separate from, and sometimes alongside, formal planning engagements.
Distinctive features include a formal subscription planning model and a suite of separately billed educational programs based on the H.I.M.E. framework, plus a limited‑availability premium planning tier that the firm discloses is priced above industry averages. The firm publishes detailed program billing and refund terms and illustrative fee examples in its brochure, reports no assets under management at this time, and the principal dedicates a portion of time to developing and delivering the firm’s educational content while maintaining full‑time employment outside the advisory business.
Client services
Expertise
Demographic focus
Fee options
Flat fee financial planning: $2,500 per project.
$0 - $299,999: 0.90% $300,000 - $499,999: 0.80% $500,000 - $999,999: 0.70% $1,000,000 - $2,499,999: 0.60% $2,500,000 - $4,999,999: 0.50% $5,000,000+: 0.40%
Financial planning and consulting services at $200 per hour.
Subscription financial planning tiers: Foundation ($150/month), Legacy ($150/month, limited), Progress ($300/month), Priority ($500/month), Concierge Private Client ($1,997/month, limited). Also optional educational program subscriptions ranging from $97 to $397 per month.
Account minimum: $25,000 Fee-only: Financial planning services offered as hourly, subscription, and flat fees.
Main office
Suffolk VA, United States
Most active in
Virginia
Also doing business as
I Ga · Intentional Growth Advisors · Intentional Growth Advisors LLC
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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