Firm
Innovate Wealth
Scottdale, Pennsylvania
Fee-only
Innovate Wealth at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 46 individual clients, 16 of them high net worth.
- Its average account is about $439,000 (assets it manages divided by its 206 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Scottdale, Pennsylvania |
|---|---|
| Website | innovate-wealth.com |
| Phone | (704) 232-7410 |
Innovate Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"We don't have investment minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $91 million |
| Individual clients | 30 |
| High-net-worth clients | 16 |
| Accounts managed | 206 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 283332 |