Jim Crider is a CFP-designated registered investment advisor at Intentional Living Fp, based in New Braunfelss, TX, with 9 years of industry experience. Jim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 100 clients with $33M 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable. For clients with assets above $500,000, Comprehensive Financial Planning will be included at no additional cost.
Fee Estimator
Contact
Jim Crider
Location
123 N Seguin Ave. Ste, 202, New Braunfelss, TX, 78130
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 Activities
Jim is the Owner and Consultant with Intentional Leaders Society LLC, dedicating minimal time. He is also the Co-Founder and Money Coach with Intentional Money LLC, dedicating about 10% of his time.
Employment History
Current Registrations
Intentional Living Fp
Previous Registrations
Pax Financial Group
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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