Innovative Advisory Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“Hourly fees will generally range from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances.”

Flat or project fee

$500⁠-⁠$20,000

“Fixed or flat fees for a financial plan will generally range from $500 $20,000, depending on the nature and complexity of each client's circumstances.”

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

How Innovative Advisory Group bills

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

• “Such an invoice or statement shall be sent to the client either with the request for payment or upon receipt of payment of fees.”
• “For compensation received by IAG through a solicitor arrangement, the invoice or statement shall be provided by the thirdparty investment advisor firm.”
• “Fees for the initial quarter shall be calculated on a pro-rata basis and shall be collected prior to the end of the initial quarter, following the receipt of assets within an AMA, PPA or OPA account.”

How Innovative Advisory Group’s fees compare

• Its hourly rate of $150-$500 spans the Massachusetts median of $300. 59% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Massachusetts median of $4,750. 83% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Lexington that publish a flat or project fee charge less.

About Innovative Advisory Group

• Firm size: 9 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

No minimum stated in brochure

Clients

298

Employees

9

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$194,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146618

Website

linkedin.com/company/innovative-advisory-group (opens in new tab)

Phone

(781) 577-2782

Can advise clients in 23 states: Arizona, California, Colorado, Connecticut, Florida, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Lexington that publish fees

• Ouellette Wealth Advisory LLCLexington$500⁠-⁠$5,000
• Sustainable Investment Partners LLCLexington$500/hr, $2,000⁠-⁠$10,000
• Wingate Wealth Advisors, Inc.Lexington$3,500⁠-⁠$10,000
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000

Compare all 6 planners in Lexington