PlannerFees

Innovative Asset Advisors Group fees and pricing

Financial planner in Shelton, Connecticut. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Innovative Asset Advisors Group charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$1,000/hr
“Clients may terminate the Financial Consulting Agreement by providing us with written notice but will be responsible to pay Innovative’ s fee for any work completed through the date of termination at a rate of $1,000 per hour.”

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

How Innovative Asset Advisors Group bills

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

  • “For clients who require standalone or advanced Financial Consulting our fee can be up to $100,000 per year, billed quarterly and in advance or up to $1,000 per hour.”
  • “Financial Consulting clients will be provided an invoice upon conclusion of services.”
  • “Payment for Financial Consulting can be a personal check, electronic payment or through a taxable Wealth Management account following written permission from the client.”

How Innovative Asset Advisors Group’s fees compare

  • Its hourly rate of $1,000 is above the Connecticut median of $300. 99% of the 103 other Connecticut planners that publish an hourly rate charge less.
  • 4 of the 4 other planners in Shelton that publish an hourly rate charge less.

About Innovative Asset Advisors Group

“Innovative Asset Advisors Group, LLC (“Innovative”) was established in 2025 to provide Wealth Management and Financial Consulting for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 13 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

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
1.1% a year
Clients
373
Employees
13
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$297,932,861
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
336773
Website
innovativeaag.com (opens in new tab)
Phone
(203) 444-3599

Can advise clients in 7 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York, Vermont

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