Intentional Living FP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Intentional Living FP works with individuals, high‑net‑worth families, and small businesses to provide tailored investment management and a range of financial planning services, including retirement, estate, college-savings, and business-planning advice. The firm operates as a small advisory team that delivers written or electronic financial plans and ongoing subscription-style planning alongside discretionary portfolio management.
The firm’s investment approach centers on passive portfolio construction using index mutual funds and ETFs to capture asset-class returns, while also incorporating fundamental, technical, cyclical and charting analysis and, when suitable, recommendations of third‑party managers or alternative investments. Clients receive individualized investment policy statements and periodic reviews, and the adviser generally manages accounts on a discretionary basis subject to client-imposed restrictions.
Noteworthy aspects of ILFP include a regular program of educational seminars and speaking engagements for groups, offered in virtual or in‑person settings, which is uncommon among peers. The brochure also highlights a cautious, documented stance on nontraditional topics — including digital assets and alternative investments only as advisory recommendations rather than primary strategies — and emphasizes service delivery by CFP‑certified planners with integration into a digital-first custody workflow.
Client services
Expertise
Fee options
$100 - $30,000 per year
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$500 per hour
$0 to $1,250 per month
Main office
See office123 N Seguin Ave. Ste, 202
New Braunfelss TX 78130
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
Intentional Living Fp · Intentional Living Fp 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
Quick links
Advisors at this firm
Michael G
CFP®, Series 63, Series 66
Brownsboro, TX
Intentional Living FP
Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.
Jim C
CFP®, Series 66
New Braunfelss, TX
Intentional Living FP
Jim Crider is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Intentional Living FP since 2020 and previously held roles at PAX Financial Group and Fidelity Investments. Outside of his advisory work, he is Owner and Consultant at Intentional Leaders Society LLC and Co-Founder and Money Coach at Intentional Money LLC, both non-investment-related activities. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management and comprehensive financial planning, including retirement, estate, and business planning. The firm primarily uses a passive, asset-allocation investment approach combined with fundamental and technical analyses and offers educational seminars separate from product sales.
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