Innovative Wealth Partners, LLC fees and pricing
Financial planner in Manasquan, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Innovative Wealth Partners, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Innovative Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such restrictions must be communicated to the Firm in advance and documented in writing.”
- “Other Consulting Services Other Consulting Services include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
- “Support staff time may be billed at a lower rate where appropriate.”
How Innovative Wealth Partners, LLC’s fees compare
- Its hourly rate of $300 matches the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
About Innovative Wealth Partners, LLC
“Offered Innovative Wealth Partners primarily provides two types of advisory services: Financial Planning Services and Investment Management Services.”
- Principal: Donald R. Ayers
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- 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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 335780
- Phone
- (732) 722-8788
Other planners in Manasquan that publish fees
- Rilex Capital LLCManasquan$300/hr
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.