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- Custodian
- American Funds · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-05-2020
- Office Locations
- 1
Office Locations
About Intentional Retirement, LLC
Intentional Retirement, LLC is an Omaha-based retirement planning and wealth management firm led by financial planner and longtime columnist Joe Hearn. The practice focuses on helping people prepare for and live through retirement by pairing holistic financial planning with asset-allocation portfolios built primarily with public funds and ETFs. A differentiator for distribution is its active education platform, publishing weekly retirement articles and toolkits.
Reported data analysis
What the numbers show
Between March 11, 2025 and March 19, 2026, reported AUM increased 14.1%, from $131.5M to $150.0M.
Across 3 reported observations, AUM increased 36.4% between March 16, 2024 and March 19, 2026, from $110.0M to $150.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 298 clients, or 298 clients per representative. That equates to $503.4K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Intentional Retirement, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH ROBERT HEARN
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2647240
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $150,000,352 | $322,581 |
| Total | $150,000,352 | $322,581 |
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Separately Managed Accounts
SMA allocation detail is available
Intentional Retirement, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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