INTENTIONAL RETIREMENT, LLC

Overview

Intentional Retirement, LLC is an independent registered investment adviser that combines financial planning, portfolio management and insurance brokerage for individuals, families and select institutional clients. The firm offers advisory services focused on client-directed relationships: its filings show all reported assets are managed on a non-discretionary basis, which implies the firm provides recommendations and planning while clients retain final trading authority. Advisory capabilities listed include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting services. Fee arrangements are a mix of percentage of AUM, hourly charges and fixed fees, supplemented by insurance brokerage activity. The firm is owner-operated (individual owner type) and became SEC-registered in 2024. Clients are primarily individual and family households alongside some institutional relationships. Intentional Retirement emphasizes public mutual fund solutions as its principal vehicle for client exposure while retaining access to alternative managers and other product types to round out portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices