Michelle Raddell
Intentional Wealth Partners · Cleveland, Ohio
Michelle Raddell is a fee-only financial advisor at Intentional Wealth Partners in Cleveland, Ohio. Intentional Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Intentional Wealth Partners |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $60.1M across 288 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7814873 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.intentionalwealthpartners.co |
How Michelle's firm compares
- Intentional Wealth Partners's average account is about $209,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Michelle
Is Michelle Raddell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Intentional Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Intentional Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Raddell based?
Michelle Raddell is based in Cleveland, Ohio.
Is Michelle Raddell registered with the SEC?
Yes. Michelle Raddell is registered as an investment adviser representative in OH (CRD 7814873), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Michelle Raddell?
Through Michelle's website, www.intentionalwealthpartners.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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