Innova Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“One-time financial plans incur a flat fee of $500 - $10,000 depending on complexity, to be paid upon plan delivery.”

Monthly fee

$1,000⁠-⁠$2,000/mo

“Once the plan is delivered, clients may continue to engage IWP on an ongoing consulting basis for $1,000 - $2,000 per month, billed in arrears. 9 Educational Course IWP offers Educational Courses, that cost $39 per class, via check or credit card, due on or before the date of the course.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Innova Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable depending upon the needs of the client and complexity of the situation and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Fees are paid monthly in arrears and therefore no refund policy is necessary.”
• “For contracts commenced or terminated mid-month, clients will be responsible for paying the prorated fees.”

How Innova Wealth Partners, LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the Pennsylvania median of $3,650. 64% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Newtown that publish a flat or project fee charge less.

About Innova Wealth Partners, LLC

• Firm size: 6 employees.
• Founded: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

508

Employees

6

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$288,186,234

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168500

Website

myinnovawealth.com (opens in new tab)

Phone

(888) 270-1574

Can advise clients in 12 states: California, Colorado, Delaware, Florida, Massachusetts, Maryland, Michigan, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Newtown that publish fees

• Anthony Petsis & Associates Inc.Newtown$230/hr
• Ethos Capital Management, Inc.Newtown$350/hr, $1,650
• Insight Advisors, LLCNewtown$250/hr, $575/mo
• Jmac Enterprises LLCNewtown$2,500⁠-⁠$25,000/yr
• Kej Financial AdvisorsNewtown$325/hr, $2,000
• Main Street Financial Solutions, LLCNewtown$300⁠-⁠$15,000

Compare all 15 planners in Newtown