Wealthy with Intention
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Winslow ME
Advisors at this office
1
Most active in
Maine
Also doing business as
Wealthy With Intention · Wealthy With Intention 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
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