Innovative Financial, LLC
Lakewood, Colorado
Innovative Financial, LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 115 individual clients, 61 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 85 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Lakewood, Colorado |
|---|---|
| Website | innovativefinancial.com |
| [email protected] | |
| Phone | (303) 275-7170 |
Questions about Innovative Financial, LLC
How is Innovative Financial, LLC paid?
Innovative Financial, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Innovative Financial, LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Innovative Financial, LLC, and 1 hold the CFP.
What is the average account at Innovative Financial, LLC?
Innovative Financial, LLC's average account is about $1.2 million. That's the assets on its Form ADV divided by its 85 accounts.
What does Innovative Financial, LLC specialize in?
Innovative Financial, LLC's advisors and website list retirement planning, tax planning, divorce financial planning and small business owners.
Innovative Financial, LLC fees
Innovative Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $105 million |
| Individual clients | 54 |
| High-net-worth clients | 61 |
| Accounts managed | 85 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135286) |
| Financial planning | Offered |
| Form ADV filed | July 1, 2026 |
| SEC record | CRD 127469 |