Intentional Retirement, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$147,461,454
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
288
26% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
288
Very HighAverage account size
$512,019
About
The firm provides investment advisory and financial planning services primarily to individual clients, including high‑net‑worth individuals, and to retirement plan sponsors and plan participants. Its offerings include ongoing asset management, written financial plans, and retirement plan fiduciary consulting and participant education.
The firm’s investment approach emphasizes long‑term, value‑oriented strategies with tactical asset allocation and uses tools such as Morningstar, Schwab Adviser Center and MoneyGuidePro to set allocations and select funds. Accounts are generally managed on a non‑discretionary basis—clients are contacted before trades are implemented—and reviews are performed at least quarterly; custody relationships include Schwab and an American Funds managed account option.
What is distinctive about this firm is its scale and operating model for a single‑advisor practice: it reports 288 clients for one advisor and $150,000,352 in assets managed entirely on a non‑discretionary basis. The firm is also licensed as an insurance agency (since September 2023) and discloses insurance commissions and rollover conflicts of interest, while offering both ERISA fiduciary retirement plan consulting and individualized participant advice.
Client services
Financial planning
Portfolio management
Pension consulting
Financial consulting not resulting in a financial plan
Financial consulting not resulting in a financial plan
Expertise
General retirement planning
Retirement income strategy
Wealth management
Fee options
Fixed financial planning fees up to $5,000.
$25,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: Negotiable
Insurance products sold through the firm or representative are commission-based.
Up to $200 per hour for financial planning and consulting services.
Account minimum: $25,000 Fee-only: Financial planning and consulting services charged hourly up to $200/hour; fixed fees up to $5,000; consulting hourly fees up to $200/hour.
Main office location
Intentional Retirement, LLC
17117 Oak Drive, Suite D
Omaha NE 68130, United States
Number of offices
1
Most active in
Intentional Retirement, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Nebraska · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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