Intrepid Wealth Partners, LLC fees and pricing
Financial planner in Melbourne Beach, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Intrepid Wealth Partners, LLC charges a flat or project fee of $8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $8,000
“One-Time Financial Planning Services: $8,000 11 maximum;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Intrepid Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm uses Altruist’s billing software to generate and deliver a separate itemized fee invoice to clients via email concurrent with the fee deduction.”
- “These invoices include the advisory fee charged, the value of assets used in the calculation, the formula used to compute the fee, and the period covered by the fee.”
- “Fees for Tactical Sleeve assets are calculated as a percentage of assets under management and are billed in the same manner as the Firm’s standard advisory fees.”
How Intrepid Wealth Partners, LLC’s fees compare
- Its flat or project fee of $8,000 is above the Florida median of $4,900. 73% of the 320 other Florida planners that publish a flat or project fee charge less.
About Intrepid Wealth Partners, LLC
“Types of Services Intrepid Wealth Partners, LLC provides highly structured tailored solutions to meet your needs through portfolio management services, comprehensive financial planning, and pension consulting services to individuals, trusts, and businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2024 (2 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
- 2% a year
- Clients
- 160
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $53,794,996
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317153
- Phone
- (855) 497-8737
Can advise clients in 5 states: Florida, Minnesota, New York, Vermont, Wisconsin
Other planners in Melbourne Beach that publish fees
- Best Financial LifeMelbourne Beach$2,000-$10,000, $500-$700/mo
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.