Intrepid Eagle Finance LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,920,619
Total clients
21
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$281,934
About
The firm works with individual clients and families, offering tailored investment management alongside ongoing financial planning and estate-planning support. It also provides tax return preparation services to planning and investment clients and does not maintain a formal account minimum.
IEF’s investment approach is primarily passive and grounded in Modern Portfolio Theory, constructing diversified portfolios using index mutual funds and ETFs and, when appropriate, referring clients to third‑party outside managers that run discretionary model portfolios. Portfolios are built from individual investment policy statements and can incorporate client‑imposed restrictions on specific securities or sectors.
Noteworthy aspects include a subscription-style ongoing planning service that bundles tax preparation (performed by a third‑party CPA) with planning oversight, with the adviser covering associated tax‑preparation costs out of the planning relationship; the firm also aggregates outside manager fees into a single client fee when such managers are engaged. As a solo, CFP®-credentialed adviser with a small client base and modest assets under management, the firm relies on technology-enabled model managers (e.g., XYPN Invest) and recommends custody through institutional platforms such as Schwab and Altruist rather than offering in‑house brokerage or wrap programs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation services
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
0.75% annually
Fee-only: Ongoing financial planning fees range from $149 to $399 per month plus an upfront charge of $499 to $1,499 depending on complexity
Main office location
Intrepid Eagle Finance LLC
Clover SC, United States
Number of offices
1
Most active in
Intrepid Eagle Finance LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
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
Quick links
LinkedIn
Facebook
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Instagram
Website
803-653-8500
Advisors at this firm
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