Intera Financial Planners provides comprehensive financial planning and investment advisory services to individuals and families. They offer services such as tax planning, estate planning, risk management, retirement planning, cash flow management, and investment management. Intera Financial Planners is a fee-only firm, meaning they do not sell products or receive commissions.
Assets Under Management$24M
Clients17
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management
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.
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