Firm
Intrepid Eagle Finance
Clover, South Carolina
Fee-only
Intrepid Eagle Finance at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 21 individual clients, 2 of them high net worth.
- Its average account is about $121,000 (assets it manages divided by its 49 accounts).
- Its ongoing planning fee starts at $1,788 a year, below the South Carolina median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Clover, South Carolina |
|---|---|
| Website | intrepideaglefinance.com |
| [email protected] | |
| Phone | (803) 653-8500 |
Intrepid Eagle Finance 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 $1,788 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$499 Startup Fee and then $149 a month" source
"0.75% of assets we manage for you" source
"$499 Startup Fee and then $149 a month" 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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 19 |
| High-net-worth clients | 2 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 305183 |