Firm
Innovest Strategies
Raleigh, North Carolina
Fee-only
Innovest Strategies at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 29 individual clients, 7 of them high net worth.
- Its average account is about $546,000 (assets it manages divided by its 49 accounts).
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Raleigh, North Carolina |
|---|---|
| Website | innoveststrategies.com |
| [email protected] | |
| Phone | (252) 600-0250 |
Innovest Strategies 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 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Do I have to have a minimum amount of funds to invest to become a client? No." source
"We are paid quarterly based upon the amount of assets we manage for you." 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 | $27 million |
| Individual clients | 22 |
| High-net-worth clients | 7 |
| Accounts managed | 49 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 334763 |