Firm
Intrepid Wealth Partners
Melbourne Beach, Florida
Fee-only
Facts
| Based in | Melbourne Beach, Florida |
|---|---|
| Website | intrepidwealthpartners.com |
| Phone | (855) 497-8737 |
Intrepid Wealth Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"$0 – $999,999: 1.00%" source
"We don't have account minimums, but we do have personality minimums." source
"Asset-Based Annual Fees (divided and charged monthly):" 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 | $54 million |
| Individual clients | 137 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 317153 |