Formed in 1998, Intrepid Financial Planning Group is a fee-only based Registered Investment Advisor (RIA). We offer investment advisory services on a discretionary basis, and are registered with the United States Securities and Exchange Commission (SEC) under the Investment Advisor Act of 1940. In addition, we are registered in Indiana, Illinois, Ohio, Kentucky, Florida, California, Nevada, Utah, Nebraska, and Texas. Communication is strictly intended for individuals residing in the states listed above. No offers may be made to or accepted from anyone outside the specified states referenced. All information listed is for informational purposes only. It is not to be construed as tax, legal, or investment advice. In addition, the information on this site has not been approved or otherwise endorsed by the United States Securities and Exchange Commission (SEC) or by any state securities authority. Additional information about Intrepid Financial Planning Group is also available on the United States Securities and Exchange Commission's (SEC) website at: www.adviserinfo.sec.gov.
| Website | http://www.intrepidfinancial.com |
| Revenue | $5.3 million |
| Employees | 6 (5 on RocketReach) |
| Founded | 1998 |
| Address | 2454 E. 116th Street, Carmel, Indiana 46032, US |
| Phone | +1 317-818-1774 |
| Technologies | |
| Industry | Investment Management, Finance General, Finance |
| Keywords | Investment Advisory, Retirement Planning, Financial Planning, Registered Investment Advisor, Investment Planning, Fee Only Financial Advisor, Wealth Management, Wealth Preservation, Portfolio Management, Investment Management, Financial Advisor, Securities, Estate Planning, Tax Planning, Investment Strategies, Risk Management, Financial Services, Asset Allocation, Long-Term Investing |
| Competitors | SoFi, Upstart, Affirm, Zopa Bank, Avant, Prosper Marketplace, Funding Circle UK, Kabbage Small Business Loan, First Trade Union Bank, Peerform +45 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Intrepid Financial, LLC employee's phone or email?
The Intrepid Financial, LLC annual revenue was $5.3 million in 2026.
5 people are employed at Intrepid Financial, LLC.
Intrepid Financial, LLC is based in Carmel, Indiana.
The NAICS codes for Intrepid Financial, LLC are [52, 5239, 523, 52393].
The SIC codes for Intrepid Financial, LLC are [628, 62].