# Intentional Wealth Planning

> 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.

- CRD: 343113
- Filed as: INTENTIONAL WEALTH PLANNING
- Legal name: Intentional Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343113
- AdvisorCensus page: https://advisorcensus.com/firm/intentional-wealth-planning-brentwood-tn-343113

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalwp.com
- LinkedIn @douglas-vowels-a676841a2

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intentional Wealth Planning (CRD 343113): Form ADV filing data as of October 2026.