Liz Griffiths
Intera Financial Planners LLC · Avon Lake, Ohio
Liz Griffiths is a fee-only financial advisor at Intera Financial Planners LLC in Avon Lake, Ohio, who holds the CFP credential. Liz charges a percentage of assets and an ongoing planning fee (no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Intera Financial Planners LLC |
|---|---|
| Based in | Avon Lake, Ohio |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $24.4M across 49 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | interafp.com |
How Liz's firm compares
- Intera Financial Planners LLC's average account is about $498,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Liz
Is Liz Griffiths a fee-only financial advisor?
Yes. Liz Griffiths is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Liz charge for financial advice?
Liz charges a percentage of assets and an ongoing planning fee.
How much does Liz charge?
According to Intera Financial Planners LLC's website, checked October 28, 2026: no asset minimum.
Does Liz work with clients virtually?
Yes. Intera Financial Planners LLC says on its website that it works with clients remotely.
Where is Liz Griffiths based?
Liz Griffiths is based in Avon Lake, Ohio.
What does Liz specialize in?
Liz's specialties include retirement planning, estate & legacy planning and tax planning. Liz works with pre-retirees and mid-life transitions.
What credentials does Liz Griffiths hold?
Liz Griffiths holds the CFP credential.
How much does Intera Financial Planners LLC manage?
Intera Financial Planners LLC reports $24.4M across 49 accounts in assets under management.
How do I contact Liz Griffiths?
Through Liz's website, interafp.com.
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
- Intera Financial Planners 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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