Steven Sivak
Innovate Wealth · Scottdale, Pennsylvania
Steven Sivak is a fee-only financial advisor at Innovate Wealth in Scottdale, Pennsylvania, who holds the CFP credential. Innovate Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Innovate Wealth |
|---|---|
| Based in | Scottdale, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Assets under management | $90.5M across 206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX, UT · CRD 5244147 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.innovate-wealth.com |
| Profile |
How Steven's firm compares
- Innovate Wealth's average account is about $439,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Steven
Is Steven Sivak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Innovate Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Innovate Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Steven charge?
According to Innovate Wealth's website, checked October 30, 2026: no asset minimum.
Does Steven work with clients virtually?
Yes. Innovate Wealth says on its website that it works with clients remotely.
Where is Steven Sivak based?
Steven Sivak is based in Scottdale, Pennsylvania.
What credentials does Steven Sivak hold?
Steven Sivak holds the CFP credential.
Is Steven Sivak registered with the SEC?
Yes. Steven Sivak is registered as an investment adviser representative in PA, TX and UT (CRD 5244147), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Innovate Wealth manage?
Innovate Wealth reports $90.5M across 206 accounts in assets under management.
How do I contact Steven Sivak?
Through Steven's website, www.innovate-wealth.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
- Innovate Wealth 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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