Michael Grimm
Intentional Living FP · New Braunfelss, Texas
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.
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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 | $40.9M across 537 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6577073 |
| Exams passed | Series 63 (2015) · Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.intentionallivingfp.com |
How Michael's firm compares
- Intentional Living FP's average account is about $76,000, from its Form ADV (assets managed divided by 537 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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