Wealth IQ
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth IQ provides investment management and a range of financial planning services to individual and high‑net‑worth clients, including comprehensive, ongoing, and project‑based planning. The firm also offers specialized planning for business owners, employee benefits optimization, retirement and estate planning, and tax‑aware recommendations.
The firm offers both a Do‑It‑Yourself advisory model—where Wealth IQ delivers recommendations while clients retain trading control—and a Do‑It‑For‑Me arrangement with limited discretionary authority to implement portfolios. Investment implementation relies on proprietary ETF/mutual‑fund‑based allocation models and may incorporate third‑party models or strategies available through custodial platforms, using a mix of passive and active funds and options for socially responsible or tax‑aware strategies.
Distinctive features include cross‑border advisory services and suitability reviews of private placements (Reg D offerings), services that are less common for peers in this category. Wealth IQ operates on a fee‑only basis, uses institutional custodial platforms (including Schwab and Altruist) to access third‑party model strategies and direct‑indexing/tax‑aware tools, and does not act as a placement agent or accept third‑party sales compensation.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Do-It-Yourself Investment Management $3,000-$15,000; Fixed fee up to $15,000 for Comprehensive Financial Plan; Possible negotiated flat fee for Do-It-For-Me Investment Management instead of AUM fees
$0 - $1,000,000: 0.65% $1,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.35%
$350 per hour for Project-Based Financial Planning
Recurring fixed fees for Ongoing Financial Planning services ranging from $350 to $1,250 per month
Fee-only: Fixed fees for Do-It-Yourself Investment Management from $3,000 to $15,000; Fixed fee up to $15,000 for Comprehensive Financial Plan; Recurring fixed fees $350 to $1,250 per month for Ongoing Financial Planning; Hourly fee $350 for Project-Based Financial Planning
Main office
Lafayette CO
Advisors at this office
1
Most active in
Colorado · Illinois · Texas
Also doing business as
Being Intentional LLC · Wealth Iq · Wealth Iq 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)