Wealthy with Intention
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides comprehensive financial planning services to individuals, including high-net-worth clients, through both project-based engagements and ongoing planning arrangements. It operates as a fee-only adviser and, in contrast to many investment-manager firms, does not provide discretionary investment management, does not custody client assets, and does not participate in wrap fee programs.
Working as a fiduciary, the firm tailors plans to each client’s stated goals, risk tolerance, and time horizon and employs mutual fund/ETF analysis, fundamental analysis, and both passive and active strategy considerations when making investment recommendations. Investment recommendations are delivered within the planning engagement; clients retain responsibility for implementing trades and selecting custodians rather than the firm exercising trading discretion.
What is distinctive for a firm in this category is that it bills for planning work on an hourly and fixed-fee basis and does not use percentage-of-assets-under-management pricing, and the brochure discloses that it reports no assets under management. The firm’s sole principal also maintains outside consulting work in the industrial sector and operates a separate entity offering seminars and coaching, a relationship the firm discloses as a potential referral conflict and says it manages through fiduciary duty and separate client engagements.
Client services
Financial planning
Expertise
Business sale tax planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees range from $500 to $5,000; initial comprehensive plan fee up to $5,000
Hourly rate of $250 per hour for project-based financial planning
Ongoing financial planning fees paid monthly in arrears ranging from $250 to $700
Minimum fee: Initial fee up to $5,000 for comprehensive financial plan (ongoing planning) Fee-only: Ongoing financial planning fees range from $250 to $700 monthly; Project-based planning fixed fees range from $500 to $5,000; Hourly rate $250 per hour
Main office location
Wealthy with Intention
Winslow ME, United States
Number of offices
1
Most active in
Wealthy with Intention has reported serving >5 clients in these states in the last 12 months.
Maine
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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