INTENT ADVICE, INC.

Overview

Intent Advice, Inc. operates as a small, fee-based financial planning firm organized as a corporation and owned by an individual. The firm’s listed activity is financial planning services rather than traditional asset management or capital allocation. Its fee model relies on hourly charges and fixed fees, which signals a consultative engagement model: clients pay for planning and advice rather than an ongoing percentage of assets. Investment activity centers on using third-party vehicles rather than running proprietary strategies. The firm does not identify as an active ESG investor and does not report multistate advisory activity. Given the classification and business model, Intent Advice, Inc. is positioned to advise clients on portfolio construction and manager selection, leaning on external managers for specialized exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices