Intentional Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“IWS’s fee range for the consulting services will be a fixed fee between $500 - $5,000, depending on the complexity and the level of involvement that the Firm has in the estate planning.”

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

How Intentional Wealth Strategies bills

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

• “The initial start-up fee is charged in advance, while the annual asset-based fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by IWS on the last day of the previous quarter.”
• “If assets in excess of $100,000 are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio value.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”

How Intentional Wealth Strategies’ fees compare

• Its flat or project fee of $500-$5,000 is below the Colorado median of $5,250. 25% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 6 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.

About Intentional Wealth Strategies

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

161

Employees

4

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, and selecting other advisers

Assets managed

$171,262,114

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

327743

Website

intentionalwealth.com (opens in new tab)

Phone

(719) 694-8002

Can advise clients in 5 states: Arizona, California, Colorado, Maryland, Texas

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

Compare all 49 planners in Colorado Springs