Intentional Finance, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

Up to $20,000

“Flat fees will range from $0 to $20,000.”

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

How Intentional Finance, LLC bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”
• “Our Retirement Plan Consulting services are billed on an hourly or flat fee basis or a fee based on the percentage of Plan assets under management.”

How Intentional Finance, LLC’s fees compare

• Its hourly rate of $500 is above the New Mexico median of $300. 88% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 12 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
• Its flat or project fee of up to $20,000 spans the New Mexico median of $4,000. 100% of the 16 other New Mexico planners that publish a flat or project fee charge less.
• 10 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Intentional Finance, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Divorce
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

112

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$42,500,982

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288181

Website

intentionalfinancellc.com (opens in new tab)

Phone

(505) 563-4500

Can advise clients in 2 states: Louisiana, New Mexico

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/hr, $3,000
• Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
• Jackson & Associates, Inc.Albuquerque$300/hr, $5,000

Compare all 24 planners in Albuquerque