Intentional Living FP logo

Intentional Living FP

Updated today
Find your advisor

Client assets under management

$40,925,451

Clients

132

25% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

66

High

Average account size

$310,041

About

Intentional Living FP works with individuals, high‑net‑worth families, and small businesses to provide tailored investment management and a range of financial planning services, including retirement, estate, college-savings, and business-planning advice. The firm operates as a small advisory team that delivers written or electronic financial plans and ongoing subscription-style planning alongside discretionary portfolio management.

The firm’s investment approach centers on passive portfolio construction using index mutual funds and ETFs to capture asset-class returns, while also incorporating fundamental, technical, cyclical and charting analysis and, when suitable, recommendations of third‑party managers or alternative investments. Clients receive individualized investment policy statements and periodic reviews, and the adviser generally manages accounts on a discretionary basis subject to client-imposed restrictions.

Noteworthy aspects of ILFP include a regular program of educational seminars and speaking engagements for groups, offered in virtual or in‑person settings, which is uncommon among peers. The brochure also highlights a cautious, documented stance on nontraditional topics — including digital assets and alternative investments only as advisory recommendations rather than primary strategies — and emphasizes service delivery by CFP‑certified planners with integration into a digital-first custody workflow.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Income planning College savings (529s, UTMA, etc.) Business exit / sale strategy

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

$100 - $30,000 per year

Percentage

$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Project-based

$500 per hour

Subscriptions

$0 to $1,250 per month

Main office location

Intentional Living FP

123 N Seguin Ave. Ste, 202

New Braunfelss TX 78130, United States

Number of offices

3

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 830-624-5311

Advisors at this firm

Scroll left Scroll right
user avatar

Michael G

CFP®, Series 63, Series 66

Brownsboro, TX

Intentional Living FP

Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.

General retirement planning Income planning College savings (529s, UTMA, etc.) Business exit / sale strategy
user avatar

Jim C

CFP®, Series 66

New Braunfelss, TX

Intentional Living FP

Jim Crider is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He has worked at Intentional Living FP since 2020 and previously held roles at PAX Financial Group and Fidelity Investments. Outside of his advisory work, he is Owner and Consultant at Intentional Leaders Society LLC and Co-Founder and Money Coach at Intentional Money LLC, both non-investment-related activities. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management and comprehensive financial planning, including retirement, estate, and business planning. The firm primarily uses a passive, asset-allocation investment approach combined with fundamental and technical analyses and offers educational seminars separate from product sales.

General retirement planning Income planning College savings (529s, UTMA, etc.) Business exit / sale strategy
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")