# Michael Grimm

> Michael Grimm is a fee-only financial advisor at Intentional Living FP in New Braunfelss, Texas, who holds the CFP credential. Intentional Living FP reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-grimm/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Intentional Living FP
- **Based in:** New Braunfelss, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $40.9M across 537 accounts
- **Credentials:** CFP
- **CRD:** 6577073 (https://adviserinfo.sec.gov/individual/summary/6577073)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2015), Series 66 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.intentionallivingfp.com/

## Frequently asked questions

### Is Michael Grimm a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Intentional Living FP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Intentional Living FP, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Grimm based?

Michael Grimm is based in New Braunfelss, Texas.

### What credentials does Michael Grimm hold?

Michael Grimm holds the CFP credential.

### Is Michael Grimm registered with the SEC?

Yes. Michael Grimm is registered as an investment adviser representative in TX (CRD 6577073), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Intentional Living FP manage?

Intentional Living FP reports $40.9M across 537 accounts in assets under management.

### How do I contact Michael Grimm?

Through Michael's website, www.intentionallivingfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6577073): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.