Intentional
31yrs
Top 5% by experience in Fort Mill
Intentional
Fort Mill, SC. Legal name: Intentional, LLC
About the firm
A combined brokerage and advisory firm based in Fort Mill, South Carolina. It manages about $176 million for roughly 395 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$426,607
Assets under management ?$176 million
Individual clients395
Median years of experience19
FoundedNot stated
Some advisors here are also registered brokers, so they can offer both fee-based advice and commission-based products. Ask which applies to your accounts.
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Advisors at Intentional
3Advisors
19Median years of experience
2States with offices
1Offices
Also known as
Prime Wealth Managment · Intentional, LLC
About Intentional
How do I contact Intentional?
Call the main office at (866) 752-6410. The main office is at 850 Bee Balm Trail, Fort Mill, SC 29708.
How is Intentional paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.
What services does Intentional offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Intentional?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.