Intentional fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$10,000

“Pension Consulting Services Intentional offers Pension Consulting services for a fixed engagement fee ranging from $5,000 to $10,000 per engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Intentional bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “Payment of Fees Investment management fees are billed quarterly, in advance, meaning that we invoice you before the three-month billing period has begun.”

How Intentional’s fees compare

• Its flat or project fee of $5,000-$10,000 is above the South Carolina median of $3,000. 80% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Intentional

• Firm size: 3 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

395

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$175,825,193

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

318570

Website

primewm.com (opens in new tab)

Phone

(866) 752-6410

Can advise clients in 7 states: Delaware, Florida, Hawaii, Maryland, North Carolina, South Carolina, Virginia

Other planners in Fort Mill that publish fees

• Harvest Financial Planning, LLCFort Mill$150/hr, $80/mo
• Macaulay & Associates, LLCFort Mill$200/hr, $2,500⁠-⁠$7,500
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr

Compare all 4 planners in Fort Mill