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Intrepid Eagle Finance LLC

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

Percentage

0.75% annually

Other

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

South Carolina

Disclosures

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

Business activities & affiliations

Advisors at this firm

Charles T

CFP®

Clover, SC

Intrepid Eagle Finance LLC

My name is Charles Thomas. I am a Certified Financial Planner® and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom. The first time I ever taught someone about finance was on a school trip to a roller skating rink when I was in the fifth grade. I spent the bus ride teaching a classmate about the value of saving. My career has been spent around the same basic premise: help others to be wise with their finances. I have been working with people and their money for over 14 years of my career. I have had experience at global financial firms in a wide variety of roles. This diverse experience has included everything from helping people who just received their first paycheck to counseling millionaires in the financial crisis to helping large corporations provide retirement plans for their employees. I completed a double major at Appalachian State University and hold Bachelor degrees in Music and Marketing. I later earned an MBA at the University of South Carolina’s Moore School of Business. I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too! That’s why I started Intrepid Eagle. I spend my days helping families like mine who value things like God, Family, and Country. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I help families to find financial freedom while honoring what is important for today, tomorrow, and the future. I am an active supporter of independent education and homeschooling. My wife and I are active supporters of helping others get started and find success with their own homeschool journey. When I am not working with other families, I spend time with my own family. My wife Amy and I make our home in South Carolina with our three children. Our family is active in our homeschool each day where we work hard and play hard. We spend our breaks on time outdoors, playing music, traveling, and serving our church family. Visit our website to learn more about how we use technology to serve you wherever you are located.

College savings (529s, UTMA, etc.) Christian Faith Based
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