Firm
Fintentional LLC
Birmingham, Michigan
Fee-only
Fintentional LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients, 16 of them high net worth.
- Its average account is about $285,000 (assets it manages divided by its 71 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Birmingham, Michigan |
|---|---|
| Website | fintentional.com |
| [email protected] | |
| Phone | (248) 294-0783 |
Fintentional LLC fees
Fintentional LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 11 |
| High-net-worth clients | 16 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 284829 |