Richard Carroll
Intentional Wealth Strategies · Colorado Springs, Colorado
Richard Carroll is a fee-only financial advisor at Intentional Wealth Strategies in Colorado Springs, Colorado, who holds the CFP credential. Intentional Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Intentional Wealth Strategies |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $171.3M across 581 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5548162 |
| Exams passed | Series 63 (2020) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | intentionalwealth.com |
How Richard's firm compares
- Intentional Wealth Strategies's average account is about $295,000, from its Form ADV (assets managed divided by 581 accounts).
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Questions about Richard
Is Richard Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Intentional Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Intentional Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Carroll based?
Richard Carroll is based in Colorado Springs, Colorado.
What credentials does Richard Carroll hold?
Richard Carroll holds the CFP credential.
Is Richard Carroll registered with the SEC?
Yes. Richard Carroll is registered as an investment adviser representative in CO and TX (CRD 5548162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intentional Wealth Strategies manage?
Intentional Wealth Strategies reports $171.3M across 581 accounts in assets under management.
How do I contact Richard Carroll?
Through Richard's website, intentionalwealth.com.
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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