Overview
Assets Under Management: $355 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 192
Average Client Assets: $1 million
Frequently Asked Questions
INTREPID FINANCIAL PLANNING GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112196), INTREPID FINANCIAL PLANNING GROUP, LLC is subject to fiduciary duty under federal law.
INTREPID FINANCIAL PLANNING GROUP, LLC is headquartered in CARMEL, IN.
INTREPID FINANCIAL PLANNING GROUP, LLC serves 192 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, INTREPID FINANCIAL PLANNING GROUP, LLC offers portfolio management for individuals. View all service details ↓
INTREPID FINANCIAL PLANNING GROUP, LLC manages $355 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, INTREPID FINANCIAL PLANNING GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 192
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.27
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,407
Discretionary Accounts: 1,407
Regulatory Filings
CRD Number: 112196
Filing ID: 2026042
Last Filing Date: 2025-11-06 08:57:57
Website: 7