Jennifer Bush
INTENTIONAL WEALTH PARTNERS · Cleveland, Ohio
Jennifer Bush is a fee-only financial advisor at INTENTIONAL WEALTH PARTNERS in Cleveland, Ohio, who holds the CFP credential. Jennifer charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $2,400 a year and one-time plans from $2,500) and focuses on retirement planning, estate & legacy planning and divorce financial planning.
Request an introduction to Jennifer →
Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | INTENTIONAL WEALTH PARTNERS |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $2,500 · $400 an hour · 1.5% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $60.1M across 288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, OH · CRD 4730785 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | intentionalwealthpartners.co |
| Profile |
How Jennifer's firm compares
- Ongoing planning starts at $2,400 a year, below the Ohio median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the Ohio median of $1,500 for fee-only firms that publish prices.
- The hourly rate is $400, above the US median of $300 for fee-only firms that publish prices.
- INTENTIONAL WEALTH PARTNERS's average account is about $209,000, from its Form ADV (assets managed divided by 288 accounts).
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jennifer
Is Jennifer Bush a fee-only financial advisor?
Yes. Jennifer Bush is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.
How does Jennifer charge for financial advice?
Jennifer charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Jennifer charge?
According to INTENTIONAL WEALTH PARTNERS's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $2,500; $400 an hour; 1.5% a year on the first tier of assets managed; no asset minimum.
Where is Jennifer Bush based?
Jennifer Bush is based in Cleveland, Ohio.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, estate & legacy planning and divorce financial planning. Jennifer works with mid-life transitions and divorced individuals.
What credentials does Jennifer Bush hold?
Jennifer Bush holds the CFP credential.
Is Jennifer Bush registered with the SEC?
Yes. Jennifer Bush is registered as an investment adviser representative in CA, FL and OH (CRD 4730785), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Jennifer Bush?
Through Jennifer's website, intentionalwealthpartners.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- INTENTIONAL WEALTH PARTNERS website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.