AdvisorCensus / Financial advisors / Tennessee / Nashville / Intentional Wealth Planning
Intentional Wealth Planning
Filed as INTENTIONAL WEALTH PLANNING · Legal name Intentional Wealth Advisors, LLC
Intentional Wealth Planning is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is Intentional Wealth Planning compensated?
On its Form ADV (Item 5.E, October 2026), Intentional Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Intentional Wealth Planning located?
Intentional Wealth Planning's principal office is in Brentwood, TN, according to its Form ADV.
Is Intentional Wealth Planning registered with the SEC or a state?
Intentional Wealth Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343113.
How much does Intentional Wealth Planning manage?
Intentional Wealth Planning reports $0 in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Does Intentional Wealth Planning report any disciplinary disclosures?
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/343113
Does Intentional Wealth Planning state an account minimum?
Its Form ADV Part 2A brochure dated June 25, 2026 says: "IWP offers advisory services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and pension plans. IWP does not require a minimum relationship size."
What changed in Intentional Wealth Planning's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
IWP offers advisory services to individuals, high net worth individuals, trusts, estates, businesses, retirement plans, and pension plans. IWP does not require a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated June 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated September 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Intentional Wealth Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Intentional Wealth Planning (CRD 343113): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/intentional-wealth-planning-brentwood-tn-343113