Intentional Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management, standalone financial planning, retirement plan advisory, and consulting. It also delivers educational seminars and workshops to prospects and clients as informational content rather than personalized investment recommendations.
Portfolios are customized and managed on a discretionary basis, potentially including ETFs, stocks, bonds, mutual funds, options, REITs, and government securities, and legacy holdings may be retained for tax or fit considerations. The firm uses both fundamental and technical analysis, emphasizes value, quality and disciplined risk management with a long-term orientation and downside-protection focus, and may engage third‑party sub‑advisers or short-term trading when appropriate.
Distinctive aspects include that the firm was newly formed at the time of filing and reported no assets under management, and that it expressly offers public educational programming—an uncommon service among peers. The firm also compensates non‑advisory promoters for client referrals and operates with an institutional custodian relationship while deducting fees directly from client accounts.
Client services
Expertise
Fee options
Financial planning fixed fees $4,750 to $10,000 (negotiable)
0.50% to 1.95% annually (depending on account size and complexity)
Fee-only: Standalone financial planning fixed fees from $4,750 to $10,000, negotiable
Main office
9020 Overlook Blvd, Suite 310
Brentwood TN 37027
Advisors at this office
1
Most active in
Tennessee
Also doing business as
Intentional Wealth Advisors, LLC · Intentional Wealth Planning
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.
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