Mark Reinstein
Innovative Private Wealth Management · Greenville, South Carolina
Mark Reinstein is a fee-only financial advisor at Innovative Private Wealth Management in Greenville, South Carolina. Innovative Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mark →
Facts
| Firm | Innovative Private Wealth Management |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $367.0M across 711 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 1486887 |
| Exams passed | Series 63 (1986) · Series 66 (2001) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.innovativecapsolutions.com |
How Mark's firm compares
- Innovative Private Wealth Management's average account is about $516,000, from its Form ADV (assets managed divided by 711 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Reinstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Innovative Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Innovative Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Reinstein based?
Mark Reinstein is based in Greenville, South Carolina.
Is Mark Reinstein registered with the SEC?
Yes. Mark Reinstein is registered as an investment adviser representative in SC and TX (CRD 1486887), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Innovative Private Wealth Management manage?
Innovative Private Wealth Management reports $367.0M across 711 accounts in assets under management.
How do I contact Mark Reinstein?
Through Mark's website, www.innovativecapsolutions.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
- 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.
See something wrong? Request a correction. Read our methodology.