INTERA FINANCIAL PLANNERS LLC

INTERA FINANCIAL PLANNERS LLC is an SEC-registered investment adviser (CRD 321627). Regulatory assets under management: $24.4M.

Registration

• CRD: 321627
• Type: Registered investment adviser
• Phone: 440-933-9225
• Latest filing: 2026-01-14
• Regulatory AUM: $24.4M
• Discretionary AUM: $24.4M
• Non-discretionary AUM: $26K
• Clients: 1
• Accounts: 49

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321627 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search