Firm
Intentional Living FP LLC
New Braunfels, Texas
Fee-only
Intentional Living FP LLC at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 132 individual clients, 33 of them high net worth.
- Its average account is about $76,000 (assets it manages divided by its 537 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | New Braunfels, Texas |
|---|---|
| Website | intentionallivingfp.com |
| [email protected] | |
| Phone | (830) 624-5311 |
Intentional Living FP LLC fees
Intentional Living FP LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, percentage of assets. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 99 |
| High-net-worth clients | 33 |
| Accounts managed | 537 |
| Employees | 4 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 312500 |