Intentional Living FP fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning engagements are offered at an hourly rate of $500 per hour.”

Monthly fee

Up to $1,250/mo

“Fees are paid monthly in arrears, ranging from $0 to $1,250 a month.”

Annual fee

$100⁠-⁠$30,000/yr

“Fixed rate Financial Planning engagement is offered at a range of $100 - $30,000 a year.”

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

How Intentional Living FP bills

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

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Intentional Living FP’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• Its annual fee of $100-$30,000 spans the Texas median of $6,000. 86% of the 106 other Texas planners that publish an annual fee charge less.

About Intentional Living FP

• Principal: Jim Crider
• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2021 (5 years).

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

3% a year

Clients

132

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$40,925,451

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312500

Website

twitter.com/JimCriderTX (opens in new tab)

Phone

(830) 624-5311

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas