Innovest Strategies LLC fees and pricing
Financial planner in Raleigh, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Innovest Strategies LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Our one-time fee initial setup and initial investment selection for our Retirement Plan Consulting services is on an hourly basis that will not exceed $500 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Innovest Strategies LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm's fees are billed based upon the amount of assets you are looking to invest.”
- “These clients will be directly billed on an annualized basis quarterly in arrears based upon the Plan the client chooses.”
- “Clients with AUM above $250k will be billed on an annualized basis quarterly in arrears based on the value of your account on the last day of the current quarter.”
How Innovest Strategies LLC’s fees compare
- Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 16 of the 23 other planners in Raleigh that publish an hourly rate charge less.
About Innovest Strategies LLC
“Our Comprehensive Asset Management service encompasses asset management, as well as, providing financial planning/financial consulting/tax planning to clients. Our firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis.”
- Principal: Matthew Altland
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
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
- 0.5% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $26,770,455
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 334763
- Phone
- (252) 600-0250
Other planners in Raleigh that publish fees
- Advisorstrust Partners LLCRaleigh$500/hr, $2,000-$20,000
- Armor Investment Advisors, LLCRaleigh$250-$300/hr, $2,500-$40,000
- Beacon Financial Strategies Corp.Raleigh$400/hr
- Beacon Wealthcare LLCRaleigh$15,000
- Cameron Advisors, LLCRaleigh$200/hr
- Cima FinancialRaleigh$350/hr, $2,200-$30,000
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.