Dede Smolen is a CFP-designated registered investment advisor at Innovative Financial, LLC, based in Lakewood, CO, with 17 years of industry experience. Dede operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 115 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable and calculated as a blended rate paid quarterly in arrears. Household accounts may be aggregated.
Fee Estimator
Contact
Dede Smolen
Location
355 South Teller Street, Suite 200, Lakewood, CO, 80226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Innovative Financial, LLC
Previous Registrations
Innovative Financial, LLC
State Registrations2 states
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
Additional Information
In addition to being a Certified Financial Planner, DeDe is a Certified Public Accountant (CPA). From the unique vantage point of this combined expertise, DeDe recognizes that how clients use their resources today determines their success, now and in the future.By listening carefully to her clients' goals and values and evaluation how cash flows through their lives, she helps clients discover a path to those milestones.The team at Innovative Financial gathers and analyses information within the context of competing goals. We summarize what each client household has in terms of income, how the income is spent, how much is saved and where it is saved. This comes together to build the foundation of a financial plan.This process creates a comprehensive view and helps with planning of all types from a new arrival a first or second home purchase, managing an inheritance, starting a business, colleges expenses or retirement without worries.Innovative Financial does not sell any products nor do we receive commissions from anyone. Our recommendations are unbiased -- bases on our years of experience and your personal situation and risk tolerance. We put your financial interests ahead of our own!Please call Innovative Financial at (303) 275-7170 to learn how we might serve you in the pursuit of your dreams.
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