# Ivanna Velazco

> Ivanna Velazco is a fee-only financial advisor at Driven Investments in Lehi, Utah. Ivanna focuses on retirement planning. Driven Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ivanna-velazco/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Driven Investments
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $239.2M across 1,978 accounts
- **Specialties:** Retirement planning
- **CRD:** 8124383 (https://adviserinfo.sec.gov/individual/summary/8124383)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 65 (2025)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.thedriveninvestments.com

## Frequently asked questions

### Is Ivanna Velazco a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ivanna holds no broker registration, and Driven Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ivanna charge for financial advice?

Ivanna's firm, Driven Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ivanna Velazco based?

Ivanna Velazco is based in Lehi, Utah.

### What does Ivanna specialize in?

Ivanna's specialties include retirement planning.

### Is Ivanna Velazco registered with the SEC?

Yes. Ivanna Velazco is registered as an investment adviser representative in UT (CRD 8124383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Driven Investments manage?

Driven Investments reports $239.2M across 1,978 accounts in assets under management.

### How do I contact Ivanna Velazco?

Through Ivanna's website, www.thedriveninvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8124383): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://thedriveninvestments.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.