Intero Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$44,321,248
Total clients
114
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
114
Average account size
$388,783
About
Intero Financial Planning is a small independent advisory firm serving individual investors as well as a mix of other client types, including pension and profit‑sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management alongside standalone financial planning and ongoing consulting, and facilitates implementation of insurance products such as annuities through third‑party underwriters.
Financial planning is presented as the foundation of Intero’s client work: the firm reviews cash flow, retirement, company benefits, college and estate matters to inform asset location and overall investment objectives. Investment management uses multiple target‑allocation model portfolios (from conservative to aggressive) constructed primarily with ETFs and mutual funds, maintains a long‑term strategic horizon with a U.S. bias, favors passive equity vehicles and active managers for bonds, and permits limited crypto exposure in non‑retirement accounts.
Noteworthy among peers, Intero offers public educational seminars and workshops on financial topics, an offering relatively uncommon for independent advisors. The firm’s senior investment professional brings advanced industry credentials (CFA, CFP, ChFC), extensive institutional portfolio‑management experience, and outside trustee experience, which inform the firm’s due diligence and portfolio construction at its modest scale.
Client services
Expertise
Fee options
$7,000 flat fee for initial financial planning services; $100 per session for educational seminars
1% annually with a maximum of $20,000 annually per client
$300 per hour for ongoing financial consulting services
Main office location
Intero Financial Planning, LLC
Parkton MD, United States
Number of offices
1
Most active in
California · Maryland · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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