# Stephen Schmidt

> Stephen Schmidt is a fee-only financial advisor at Innova Wealth Partners in Newtown, Pennsylvania. Stephen 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.

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

## Facts

- **Firm:** Innova Wealth Partners
- **Based in:** Newtown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $288.2M across 521 accounts
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4451342 (https://adviserinfo.sec.gov/individual/summary/4451342)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (2001), Series 65 (2006)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.myinnovawealth.com

## Frequently asked questions

### Is Stephen Schmidt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?

Stephen's firm, Innova Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephen Schmidt based?

Stephen Schmidt is based in Newtown, Pennsylvania.

### What does Stephen specialize in?

Stephen's specialties include retirement planning, tax planning and pension planning. Stephen works with retirees and pre-retirees.

### Is Stephen Schmidt registered with the SEC?

Yes. Stephen Schmidt is registered as an investment adviser representative in PA and TX (CRD 4451342), 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 Stephen Schmidt?

Through Stephen's website, www.myinnovawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4451342): 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://myinnovawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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