A complete list of active advisors currently associated with Intentional-Growth Advisors LLC

Warmer can help you find a great advisor at Intentional-Growth Advisors LLC or one who fits your needs even better.

Intentional-Growth Advisors, LLC is a fee-only, state-registered investment adviser that offers portfolio management, wealth planning, educational seminars and workshops, and one-on-one virtual advice for a wide range of prospective clients, including individuals, families, trusts, foundations, small businesses and various retirement plans. The firm’s most recent filing reports $0 in assets under management and no current advisory clients. The firm describes an investment process that blends fundamental and technical analysis with both active and passive strategies and a behavioral-finance H.I.M.E. (Habits, Income, Mentality, Emotions) framework to build personalized, non-discretionary portfolios tailored to cash flow, tax, risk tolerance and time horizon. In addition to an AUM fee schedule, Intentional-Growth offers hourly and flat/project planning engagements and a $99/month educational subscription that the brochure states is strictly non‑fiduciary and includes a proprietary newsletter and access to an informal, non‑registered mentorship team. Noteworthy elements for a firm in this category include the explicit separation between paid educational content (the monthly subscription billed in advance with a pro‑rata refund policy) and fiduciary advisory services, and the combination of hourly, subscription, flat-fee and AUM pricing disclosures in the same brochure. The firm is small and founder-led, with a sole principal who also reports full‑time federal employment and devotes a portion of his time to developing the firm’s H.I.M.E. educational content and to using the DBA “I‑GA” for client-facing and social media material.

To learn more about the advisors currently working at Intentional-Growth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.