Fintentional LLC

Overview

Fintentional LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm’s business centers on financial planning and portfolio management for individuals and small businesses, delivered under a fixed-fee model. Its client base is primarily individual and family households rather than institutions, and the adviser does not position itself as a multi-state or pension consultant. Fintentional does not identify as an active ESG investor and does not operate as a capital allocator. Investment activity shows a clear preference for publicly traded pooled vehicles: the firm’s assets are overwhelmingly held in public funds and mutual funds rather than direct stock selection or private-market commitments. The structure of relationships — with a larger portion of assets held non-discretionarily — suggests many clients retain trading authority or that the adviser emphasizes planning and consultative services alongside portfolio oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices