Intentional Retirement, LLC fees and pricing
Financial planner in Omaha, Nebraska. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Intentional Retirement, LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“The fixed fee charged for financial planning will range up to a maximum of $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Intentional Retirement, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “Upon completion and delivery of the financial plan, the fixed fee is considered earned by Intentional Retirement and any unpaid amount is immediately due.”
- “The financial planning services terminate upon delivery of the written financial plan or upon either party providing the other party with written notice of termination.”
How Intentional Retirement, LLC’s fees compare
- Its flat or project fee of $5,000 matches the Nebraska median of $5,000. 50% of the 32 other Nebraska planners that publish a flat or project fee charge less.
- 7 of the 19 other planners in Omaha that publish a flat or project fee charge less.
About Intentional Retirement, LLC
“Asset Management Services – Intentional Retirement offers asset management services, which involves Intentional Retirement providing you with continuous and ongoing supervision over your specified accounts.”
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
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
- 1% a year
- Minimum
- $25,000 in assets (stated in brochure)
- Clients
- 288
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $150,000,352
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310655
- Phone
- (402) 885-9090
Other planners in Omaha that publish fees
- Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
- Cambridge Advisors IncOmaha$2,500
- Canvas Retirement Planning LLCOmaha$300/hr, $500-$15,000
- Convergence Advisory GroupOmaha$100-$200/mo
- Cornerstone Financial Group,llcOmaha$5,000-$25,000
- CWS Wealth PartnersOmaha$1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.