Innovative Wealth Building LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$2,500

“The fixed rate for financial planning and consulting services is between $300 and $2,500.”

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

How Innovative Wealth Building LLC bills

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

• “The fees are negotiable and the final fee schedule will be disclosed in the Financial Planning & Consulting Agreement.”
• “Fees are paid in advance. 4 Payment of Financial Planning & Consulting Fees Financial planning & consulting fees are paid via ACH, check, or credit/ debit card.”
• “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned to the client via check, or return deposit back into the client’s account.”

How Innovative Wealth Building LLC’s fees compare

• Its flat or project fee of $300-$2,500 is below the Maryland median of $4,335. 17% of the 133 other Maryland planners that publish a flat or project fee charge less.

About Innovative Wealth Building LLC

• Firm size: 17 employees.
• Registered as an adviser: 2021 (5 years).

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

0.9% a year

Clients

1,770

Employees

17

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$657,212,436

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

314942

Website

linkedin.com/company/innovativewealthbuilding (opens in new tab)

Phone

(240) 237-8086

Can advise clients in 24 states: Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Kentucky, Louisiana, Massachusetts, Maryland, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland