Innovative Financial Solutions, Inc. 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.

Hourly rate

$420/hr

“Our rate is $420 per hour; billed in 15-minute, and partial increments will be treated as a whole increment.”

Flat or project fee

$1,000⁠-⁠$20,000

“Our planning engagement clients are assessed fixed fees that range from $1,000 to $20,000.”

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

How Innovative Financial Solutions, Inc. bills

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

• “Our published fees are negotiable, and we typically waive or discount our fee for firm associates, their family members, centers of influence and legacy accounts.”
• “Fees may be paid to our firm by check or draft from US-based financial institutions.”
• “No deposit is required; payment in full is required at delivery of our invoice which coincides with the presentation of your plan.”

How Innovative Financial Solutions, Inc.’s fees compare

• Its hourly rate of $420 is above the Arizona median of $275. 85% of the 195 other Arizona planners that publish an hourly rate charge less.
• 6 of the 7 other planners in Chandler that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Arizona median of $3,100. 87% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 6 of the 7 other planners in Chandler that publish a flat or project fee charge less.

About Innovative Financial Solutions, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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

1.95% a year

Clients

90

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$93,216,679

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289906

Website

twitter.com/ifsincaz (opens in new tab)

Phone

(480) 345-8540

Other planners in Chandler that publish fees

• Blueprint Wealth GroupChandler$275/hr, $2,500
• Bugle ValleyChandler$4,500⁠-⁠$6,500, $8,000⁠-⁠$25,000/yr
• Currents Wealth Strategies LLCChandler$300/hr, $2,500⁠-⁠$20,000
• F. L. Arias & Associates, LLCChandler$125/hr
• Ironwood Wealth Management, LLCChandler$2,000, $1,250/qtr
• Patel Wealth Strategies, Inc.Chandler$250/hr, $750⁠-⁠$4,000

Compare all 23 planners in Chandler