Firm
INTENTIONAL WEALTH PARTNERS
Cleveland, Ohio
Fee-only
INTENTIONAL WEALTH PARTNERS at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 152 individual clients, 19 of them high net worth.
- Its average account is about $209,000 (assets it manages divided by its 288 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Ohio median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cleveland, Ohio |
|---|---|
| Website | intentionalwealthpartners.co |
| Phone | (494) 867-3000 |
INTENTIONAL WEALTH PARTNERS fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $2,500 |
| Hourly | $400 an hour |
| Asset-based fee | 1.5% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Monthly fee of $200–$900 , based on the complexity of your planning needs" source
"project-based financial planning for a fixed fee of $2,500 to $10,000" source
"or on an hourly basis at $400 per hour" source
"$0–$250,000: 1.50%" source
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 | $60 million |
| Individual clients | 133 |
| High-net-worth clients | 19 |
| Accounts managed | 288 |
| Employees | 4 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 286157 |