Innovate Wealth offers customized financial planning services, estate planning assistance through a third-party service, and tax services facilitated by a third-party professional. Financial planning is a collaborative, software-based process. Clients can choose fixed-fee or hourly financial planning. Estate planning assistance involves using a third-party service to prepare documents. Tax services include tax return preparation and planning.
Assets Under Management$63M
Clients42
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$32M
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
One-Time Plan:$500 - $4,200
Hourly Rate:$275/hr
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