PlannerFees

Innovator Wealth Advisor, LLC fees and pricing

Financial planner in Beaverton, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 14, 2026, Innovator Wealth Advisor, LLC charges $190 an hour and a flat or project fee of $3,000⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$190/hr
“Our current hourly rates are $190 per hour for CFP® professionals and $100 per hour for staff.”
Flat or project fee
$3,000⁠-⁠$5,000
“We charge fixed fees for financial planning services which typically range from $3,000 to $5,000 but may exceed this range depending on the complexity of the client's financial circumstances and planning needs.”

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

How Innovator Wealth Advisor, LLC bills

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

  • “Fees are payable upon presentation of our invoice and may be paid by check, money order, or other form of payment deemed acceptable by our firm.”
  • “Fees for these services are typically billed to the client in full upon completion of the services for which we are engaged.”
  • “Fees are payable upon presentation of our invoice and may be paid by check, money order, or other form of payment deemed acceptable by our firm.”

How Innovator Wealth Advisor, LLC’s fees compare

  • Its hourly rate of $190 is below the Oregon median of $250. 11% of the 123 other Oregon planners that publish an hourly rate charge less.
  • 1 of the 7 other planners in Beaverton that publish an hourly rate charge less.
  • Its flat or project fee of $3,000-$5,000 spans the Oregon median of $4,000. 47% of the 92 other Oregon planners that publish a flat or project fee charge less.
  • 3 of the 6 other planners in Beaverton that publish a flat or project fee charge less.

About Innovator Wealth Advisor, LLC

“Innovator offers asset management, financial planning, and financial consulting services to clients ("client," "you," and "your'') on a fee basis. Innovator provides financial planning services, limited scope financial consulting services, a6d ongoing asset management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Herbert Kim
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
  • Founded: 2007 (19 years).

Planning areas mentioned in the brochure

  • 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
2% a year
Clients
6
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$500,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
154130
Website
innovatorwm.com (opens in new tab)
Phone
(503) 998-4545

Can advise clients in 2 states: Oregon, Texas

Other planners in Beaverton that publish fees

Compare all 15 planners in Beaverton

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.