Intera Financial Planners LLC
Avon Lake, Ohio
Intera Financial Planners LLC at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 8 of them high net worth.
- Its average account is about $498,000 (assets it manages divided by its 49 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Avon Lake, Ohio |
|---|---|
| Website | interafp.com |
| [email protected] | |
| Phone | (689) 510-0903 |
Questions about Intera Financial Planners LLC
Does Intera Financial Planners LLC have an account minimum?
No. Intera Financial Planners LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Intera Financial Planners LLC paid?
Intera Financial Planners LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Intera Financial Planners LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Intera Financial Planners LLC, and 2 hold the CFP.
What is the average account at Intera Financial Planners LLC?
Intera Financial Planners LLC's average account is about $498,000. That's the assets on its Form ADV divided by its 49 accounts.
What does Intera Financial Planners LLC specialize in?
Intera Financial Planners LLC's advisors and website list retirement planning, estate & legacy planning and tax planning.
Is Intera Financial Planners LLC accepting new clients?
Yes, according to Intera Financial Planners LLC's website, checked October 28, 2026.
Does Intera Financial Planners LLC work with clients virtually?
Yes. Intera Financial Planners LLC's website says it works with clients virtually.
Intera Financial Planners LLC 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"we do not have a strict investment minimum" source
"Generally, our fees are based on a percentage of your net worth" source
"The Intera Financial Plan provides ongoing, year-round financial planning and wealth management" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 9 |
| High-net-worth clients | 8 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 14, 2026 |
| SEC record | CRD 321627 |
Advisors at this firm (2)
Other fee-only firms in Ohio
- Iron Gate Wealth Advisors · Poland
- Ironkoor Retirement · West Chester
- Isgrig Capital Asset Management · Cincinnati
- Jacobs Wealth Management · Milford
- James a Wynne · Hinckley
- James Investment · Xenia
- Jarvis Global Investments · Loveland
- John E. Sestina and Company · Columbus