Intentional-Growth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Intentional-Growth Advisors, LLC is a fee-only, state-registered investment adviser that offers portfolio management, wealth planning, educational seminars and workshops, and one-on-one virtual advice for a wide range of prospective clients, including individuals, families, trusts, foundations, small businesses and various retirement plans. The firm’s most recent filing reports $0 in assets under management and no current advisory clients.
The firm describes an investment process that blends fundamental and technical analysis with both active and passive strategies and a behavioral-finance H.I.M.E. (Habits, Income, Mentality, Emotions) framework to build personalized, non-discretionary portfolios tailored to cash flow, tax, risk tolerance and time horizon. In addition to an AUM fee schedule, Intentional-Growth offers hourly and flat/project planning engagements and a $99/month educational subscription that the brochure states is strictly non‑fiduciary and includes a proprietary newsletter and access to an informal, non‑registered mentorship team.
Noteworthy elements for a firm in this category include the explicit separation between paid educational content (the monthly subscription billed in advance with a pro‑rata refund policy) and fiduciary advisory services, and the combination of hourly, subscription, flat-fee and AUM pricing disclosures in the same brochure. The firm is small and founder-led, with a sole principal who also reports full‑time federal employment and devotes a portion of his time to developing the firm’s H.I.M.E. educational content and to using the DBA “I‑GA” for client-facing and social media material.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$950 to $3,000 for one-time comprehensive financial plans.
$0 - $299,999: 0.90% $300,000 - $499,999: 0.80% $500,000 - $999,999: 0.70% $1,000,000 - $2,499,999: 0.60% $2,500,000 - $4,999,999: 0.50% $5,000,000+: 0.40%
$150 to $350 per hour, depending on engagement scope and expertise.
Account minimum: $25,000 Fee-only: Firm is a fee-only fiduciary; does not accept commissions or third-party compensation.
Main office location
Intentional-Growth Advisors LLC
Suffolk VA, United States
Number of offices
1
Most active in
Intentional-Growth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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