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Wealth Manager • Carmel, United States

Intrepid Financial Planning Group

Intrepid Financial Planning Group is a wealth manager based in Carmel, United States, founded in 1998. Verified contact details, AUM data, and investment preferences on FindLPs.

$349M
Assets Under Mgmt
1998
Year Founded
Wealth Manager
Investor Type
Carmel, United States
Headquarters
About

Intrepid Financial Planning Group

Registered Investment Advisor - Investments, Retirement, 401K, IRA, Trusts, Estate, Financial Planning Assistance

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.