Intero Financial Planning, LLC

Overview

Intero Financial Planning, LLC is an independent, individual-owned Registered Investment Adviser that focuses on serving individuals and families with fee-based financial planning and portfolio management. The firm combines traditional wealth-management work—advisory relationships billed as a percentage of AUM, hourly engagements and fixed-fee arrangements—with educational programming such as client seminars and workshops. Its advisory mandate centers on customized planning and management for individual and small-business clients rather than institutional or pension consulting. Investment activity is dominated by liquid, manager-driven vehicles: the firm's filings show a strong tilt toward public funds and mutual funds as the primary allocation vehicle. At the same time Intero deploys select alternative exposures, notably digital currency allocations through third‑party structures, and uses annuities when appropriate for client income or insurance-driven objectives. The firm is not an active ESG investor, does not operate as a capital allocator, and does not report multi-state adviser status.

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Location & Offices