Todd Pierce is a registered investment advisor at Innovate Wealth, based in Scottdale, PA. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $63M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Planning (12-month engagement): $3,800, payable as an upfront $1,400 deposit and $800 each quarter thereafter. Or $4,200, payable in monthly installments of $350.
- Hourly Financial Planning: $275 per hour, with an initial deposit of $550 for the first two hours.
- Basic Estate Planning Documents: $800 through a third-party service. Additional documents may be available for an additional fee.
- Simple Tax Services: $500
- Moderate Tax Services: $750
- Advanced Tax Services: $1,250
Location
Scottdale, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Innovate Wealth
State Registrations1 state
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