Innovative Financial, LLC fees and pricing
Financial planner in Lakewood, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 1, 2026, Innovative Financial, LLC charges a flat or project fee of up to $5,000 and a quarterly fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $5,000
“Ongoing Financial Planning consists of an initial fee, ranging from $0 to $5,000, and an ongoing fee that is paid quarterly, in arrears, at the rate of $1,000 to $10,000 per quarter.”
- Quarterly fee
- $1,000-$10,000/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Innovative Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio Management Services may be terminated with written notice at least five calendar days in advance.”
- “Because fees are paid in arrears, no refund will be needed upon termination of the account.”
- “Fees may be negotiable in certain cases, and the final agreed upon fee will be outlined in your advisory agreement.”
How Innovative Financial, LLC’s fees compare
- Its flat or project fee of up to $5,000 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Lakewood that publish a flat or project fee charge less.
About Innovative Financial, LLC
“However, when appropriate for a client’s circumstances, we may also provide Financial Planning and Portfolio Management on a standalone basis.”
- Principal: Betty Wang
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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% a year
- Clients
- 115
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $105,290,978
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 127469
- Phone
- (303) 275-7170
Other planners in Lakewood that publish fees
- Alignpoint WealthLakewood$10,000-$40,000/yr
- Bason Asset ManagementLakewood$3,000-$4,000, $1,450/qtr
- Financial Security Management, IncLakewood$400/hr
- Hinds Financial Group IncLakewood$150/hr, $1,000
- Ironfjord Wealth ManagementLakewood$1,000-$18,000, $8,000-$40,000/yr
- Kindred Financial LLCLakewood$500-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.