RIA Intel›Advisers›Maryland›INTERO FINANCIAL PLANNING, LLC

INTERO FINANCIAL PLANNING, LLC

Advisory

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in MD

#467

of 468 advisers by AUM

Average account

$142K

across 313 accounts

AUM per adviser

$44M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$44M

Discretionary %

100%

Clients

114

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$44M

Discretionary AUM$44M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients114

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MD, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

114 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

MOSAIC INVESTMENT SOLUTIONS, LLC

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LIFETIME FINANCIAL LLC

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$45M

MONOCACY WEALTH MANAGEMENT, LLC

FREDERICK, MD

$43M

PERCHERON CAPITAL ADVISORS, L.L.C.

POTOMAC, MD

$43M

+29.6% 1Y

PARKVIEW CAPITAL LLC

$43M

SKILL CAPITAL MANAGEMENT, LLC

$43M

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