Fee-only adviser · Cleveland, OH
Intentional Wealth Partners
Intentional Wealth Partners is a fee-only investment adviser registered with the securities regulators of California, Florida, Ohio, Texas, Virginia, with its main office in Cleveland, Ohio. On its latest Form ADV, filed July 13, 2026, it reports $60M in regulatory assets under management, 152 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Florida, Ohio, Texas, Virginia |
|---|---|
| Firm CRD number | 286157 |
| Office | 7017 Pearl RD Suite 12 Cleveland, OH 44130 |
| Phone | (440) 545-1001 |
| Website | www.intentionalwealthpartners.co |
| Regulatory assets under management | $60M |
| Individual clients | 133 non-high-net-worth, 19 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Cleveland
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- Wellspring Family Office $5.1B
See all 16 fee-only advisers in Cleveland →
Nearby
- Bratenahl 1 firm
- Cleveland Heights 2 firms
- Lakewood 1 firm
- Independence 6 firms
- Rocky River 3 firms
- Fairview Park 1 firm
- Middleburg Heights 2 firms
- Beachwood 11 firms
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