Denise French
Intentional Wealth Partners · Cleveland, Ohio
Denise French is a fee-only financial advisor at Intentional Wealth Partners in Cleveland, Ohio. Intentional Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Intentional Wealth Partners |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $60.1M across 288 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 2817203 |
| Exams passed | Series 63 (1997) · Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.intentionalwealthpartners.co |
How Denise's firm compares
- Intentional Wealth Partners's average account is about $209,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Denise
Is Denise French a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Denise holds no broker registration, and Intentional Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Denise charge for financial advice?
Denise's firm, Intentional Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Denise French based?
Denise French is based in Cleveland, Ohio.
Is Denise French registered with the SEC?
Yes. Denise French is registered as an investment adviser representative in OH and TX (CRD 2817203), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intentional Wealth Partners manage?
Intentional Wealth Partners reports $60.1M across 288 accounts in assets under management.
How do I contact Denise French?
Through Denise's website, www.intentionalwealthpartners.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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