Intentional Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning engagements are offered at an hourly rate of $400.”

Flat or project fee

$2,500⁠-⁠$10,000

“The fixed fee can range between $2,500 and $10,000.”

Monthly fee

$200⁠-⁠$900/mo

“Ongoing Financial Planning consists of an upfront charge of $500 to $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $200 to $900 per month, depending on the complexity of ongoing financial planning needs.”

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

How Intentional Wealth Partners bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are withdrawn directly from the client's accounts with client's written authorization on a monthly basis, or may be invoiced and billed directly to the client on a monthly basis.”
• “Clients may select the method in which they are billed.”

How Intentional Wealth Partners’ fees compare

• Its hourly rate of $400 is above the Ohio median of $250. 84% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Ohio median of $3,250. 75% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Cleveland that publish a flat or project fee charge less.

About Intentional Wealth Partners

• Principal: Leah Hadley
• Firm size: 4 employees.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• 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

1.5% a year

Clients

152

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$60,142,059

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

286157

Website

intentionalwealthpartners.co (opens in new tab)

Phone

(440) 545-1001

Can advise clients in 5 states: California, Florida, Ohio, Texas, Virginia

Other planners in Cleveland that publish fees

• Anfield Wealth ManagementCleveland$500, $200/mo
• Beacon Financial Advisory LLCCleveland$250⁠-⁠$20,000
• Cleveland Wealth, LLCCleveland$1,200⁠-⁠$10,000
• Ethos Financial PlanningCleveland$2,000⁠-⁠$10,000
• Family Financial Services, LLCCleveland$50⁠-⁠$250/hr
• Firefly Wealth ManagementCleveland$5,000

Compare all 15 planners in Cleveland