DA
ChFC
DA
ChFC
Donald Ayers
39 Years of Experience
Manasquan, NJ
6 Disclosures
Donald Ayers is a ChFC-designated registered investment advisor at Innovative Wealth Partners, LLC, based in Manasquan, NJ, with 39 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are billed quarterly in advance and may be reduced or waived entirely at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
2600 Highway 35, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (6)
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Regulatory
December 2024Final
Financial
June 2023Final
Judgment / Lien
December 2022Judgment / Lien
July 2022Judgment / Lien
March 2021Judgment / Lien
January 2019Employment History
Current Registrations
Innovative Wealth Partners, LLC
December 2025 - Present · 10 mos
Previous Registrations
On Investment Management CO
August 2015 - November 2024 · 9 yrs 3 mos
The O.N. Equity Sales CompanyBroker
April 2015 - November 2024 · 9 yrs 7 mos
International Planning Alliance, LLC
April 2008 - December 2011 · 3 yrs 8 mos
Park Avenue Securities LLC
August 2004 - April 2015 · 10 yrs 8 mos
Park Avenue Securities LLCBroker
July 1999 - April 2015 · 15 yrs 9 mos
Ascend Financial Services, INC.Broker
November 1994 - July 1999 · 4 yrs 8 mos
Pruco Securities CorporationBroker
February 1988 - November 1994 · 6 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
February 1988 - December 1993 · 5 yrs 10 mos
Pruco Securities CorporationBroker
February 1988 - November 1994 · 6 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
February 1988 - December 1993 · 5 yrs 10 mos
Underhill Associates, IncorporatedBroker
July 1986 - February 1988 · 1 yr 7 mos
State Registrations1 state
NJ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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