Elizabeth Griffiths is a CFP-designated registered investment advisor at Intera Financial Planners LLC, based in Avon Lake, OH, with 3 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intera Financial Planners offers comprehensive financial planning services that include investment management for a flat annual fee ranging from $7,500 to $50,000. The fee is based on the complexity of your financial situation and the amount of assets they manage. A portion of the fee covers the investment management services.
Location
Avon Lake, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Intera Financial Planners LLC
State Registrations1 state
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