Jonathan Inzero
Innova Wealth Partners · Newtown, Pennsylvania
Jonathan Inzero is a fee-only financial advisor at Innova Wealth Partners in Newtown, Pennsylvania, who holds the CFP credential. Jonathan focuses on retirement planning, tax planning and pension planning. Innova Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Innova Wealth Partners |
|---|---|
| Based in | Newtown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $288.2M across 521 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6089944 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.myinnovawealth.com |
| Profile |
How Jonathan's firm compares
- Innova Wealth Partners's average account is about $553,000, from its Form ADV (assets managed divided by 521 accounts).
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Questions about Jonathan
Is Jonathan Inzero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Innova Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Innova Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Inzero based?
Jonathan Inzero is based in Newtown, Pennsylvania.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning, tax planning and pension planning. Jonathan works with retirees and pre-retirees.
What credentials does Jonathan Inzero hold?
Jonathan Inzero holds the CFP credential.
Is Jonathan Inzero registered with the SEC?
Yes. Jonathan Inzero is registered as an investment adviser representative in PA (CRD 6089944), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Innova Wealth Partners manage?
Innova Wealth Partners reports $288.2M across 521 accounts in assets under management.
How do I contact Jonathan Inzero?
Through Jonathan's website, www.myinnovawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Innova Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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