{
  "crd_number": 341913,
  "slug": "intentgen-financial-partners-naperville-il-341913",
  "primary_business_name": "INTENTGEN FINANCIAL PARTNERS",
  "legal_name": "LNS OPERATIONS, LLC",
  "dbas": [
    "INTENTGEN FINANCIAL PARTNERS, LLC"
  ],
  "city": "Naperville",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 756604853.0,
  "raum_discretionary": 650900681.0,
  "raum_non_discretionary": 105704172.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 4004403.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 613899263.0,
      "count": 367
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 136907646.0,
      "count": 240
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1793541.0,
      "count": 4,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "MI",
    "MN",
    "NC",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://facebook.com/INTENTGENFINANCIALPARTNERS",
    "https://intentgen.com",
    "https://linkedin.com/company/intentgen",
    "https://youtube.com/INTENTGENFINANCIALPARTNERS9654"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341913",
  "city_as_filed": "NAPERVILLE",
  "url": "https://advisorcensus.com/firm/intentgen-financial-partners-naperville-il-341913",
  "display_name": "Intentgen Financial Partners",
  "summary": "Intentgen Financial Partners is an SEC-registered investment advisory firm in Naperville, IL, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Intentgen Financial Partners (CRD 341913): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Intentgen Financial Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Intentgen Financial Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions."
    },
    {
      "q": "How much does Intentgen Financial Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 states: Flat fee: up to $75,000 a year (financial planning and consulting services); Flat fee: up to $50,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Intentgen Financial Partners located?",
      "a": "Intentgen Financial Partners' principal office is in Naperville, IL, according to its Form ADV."
    },
    {
      "q": "Is Intentgen Financial Partners registered with the SEC or a state?",
      "a": "Intentgen Financial Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341913."
    },
    {
      "q": "How much does Intentgen Financial Partners manage?",
      "a": "Intentgen Financial Partners reports $756,604,853 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (86% discretionary)."
    },
    {
      "q": "What types of clients does Intentgen Financial Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (367); high net worth individuals (240); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Intentgen Financial Partners use?",
      "a": "Intentgen Financial Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Intentgen Financial Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341913"
    },
    {
      "q": "What changed in Intentgen Financial Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $0 to $756,604,853. Registered or notice-filed in AL, IA."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $756,604,853.",
        "Registered or notice-filed in AL, IA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $75,000 a year (financial planning and consulting services)",
      "Flat fee: up to $50,000 (Retirement Plan Consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $75,000 a year (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee basis for financial planning and consulting services. ... Financial planning and consulting fees will not exceed $ 75,000 on an annual basis ."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (Retirement Plan Consulting services)"
        ],
        "quotes": [
          "For one-time services, our flat fees will not exceed $50,000 ."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 75000.0,
          "period": "annual",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "Retirement Plan Consulting services"
        }
      ]
    },
    "quotes": [
      "Our firm charges on a flat fee basis for financial planning and consulting services. ... Financial planning and consulting fees will not exceed $ 75,000 on an annual basis .",
      "For one-time services, our flat fees will not exceed $50,000 ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/intentgen-financial-partners-naperville-il-341913.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 367,
      "fewer_than_5": false,
      "raum": 613899263.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 240,
      "fewer_than_5": false,
      "raum": 136907646.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 4004403.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 1793541.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/341913",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}