Paul Plesser
Innovative Private Wealth Management · Somers, New York
Paul Plesser is a fee-only financial advisor at Innovative Private Wealth Management in Somers, New York. Innovative Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Innovative Private Wealth Management |
|---|---|
| Based in | Somers, New York |
| 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 NY, TX · CRD 1633013 |
| Exams passed | Series 63 (1987) · Series 66 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.innovativecapsolutions.com |
How Paul's firm compares
- Innovative Private Wealth Management's average account is about $516,000, from its Form ADV (assets managed divided by 711 accounts).
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Questions about Paul
Is Paul Plesser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?
Paul's firm, Innovative Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Plesser based?
Paul Plesser is based in Somers, New York.
Is Paul Plesser registered with the SEC?
Yes. Paul Plesser is registered as an investment adviser representative in NY and TX (CRD 1633013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Paul Plesser?
Through Paul'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.
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