Jim Crider
Intentional Living FP LLC · New Braunfels, Texas
Jim Crider is a fee-only financial advisor at Intentional Living FP LLC in New Braunfels, Texas, who holds the CFP credential. Jim charges an ongoing planning fee and a percentage of assets and focuses on small business owners, founders (pre-exit) and retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
Facts
| Firm | Intentional Living FP LLC |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model | Ongoing planning fee · Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $40.9M across 537 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6703362 |
| Exams passed | Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | intentionallivingfp.com |
| Profile |
How Jim's firm compares
- Intentional Living FP LLC's average account is about $76,000, from its Form ADV (assets managed divided by 537 accounts).
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Questions about Jim
Is Jim Crider a fee-only financial advisor?
Yes. Jim Crider is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Jim's firm.
How does Jim charge for financial advice?
Jim charges an ongoing planning fee and a percentage of assets.
Does Jim work with clients virtually?
Yes. Intentional Living FP LLC says on its website that it works with clients remotely.
Where is Jim Crider based?
Jim Crider is based in New Braunfels, Texas.
What does Jim specialize in?
Jim's specialties include small business owners, founders (pre-exit), retirement planning, family wealth transfer, tax planning and estate & legacy planning. Jim works with pre-retirees, retirees and founders.
What credentials does Jim Crider hold?
Jim Crider holds the CFP credential.
Is Jim Crider registered with the SEC?
Yes. Jim Crider is registered as an investment adviser representative in TX (CRD 6703362), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Intentional Living FP LLC manage?
Intentional Living FP LLC reports $40.9M across 537 accounts in assets under management.
How do I contact Jim Crider?
Through Jim's website, intentionallivingfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
Other advisors in Texas who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Intentional Living FP LLC 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.
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