Stephen Schmidt
Innova Wealth Partners · Newtown, Pennsylvania
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.
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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 |
| SEC registration | Investment adviser representative in PA, TX · CRD 4451342 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.myinnovawealth.com |
How Stephen'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 Stephen
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.
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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