Denise French
Denise French is a registered investment advisor at Intentional Wealth Partners, based in The Woodlands, TX, with 28 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 152 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are calculated as a straight tier on the entire balance. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
1095 Evergreen Circle, Suite 200, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Denise is involved with Vanbridge, an EPIC Company Insurance Services, dedicating a few hours per week. She also works with Divorce Strategies Group, providing divorce mediation, financial education, and consulting, and SHFD Forensics, offering forensic accounting services, business valuation, and financial expert work, spending minimal time on each.
Employment History
Current Registrations
Intentional Wealth Partners
Previous Registrations
Engrave Wealth Partners, LLC
Belpointe Asset Management LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Dreyfus Service CorporationBroker
A I M Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Michalk, CFA, CFP, ChFCWaterway Wealth Management, L.L.C.
- Adam Threadgill, CFPThreadgill Financial, LLC
- Geoffrey Lesuer, CFPWells Fargo Advisors
- Jason Peirce, CFPPeirce Capital Management, LLC
- Mark Lasseigne, CFPFinancial Cornerstones, LLC
- Danielle Frazier, CFPCaptrust