Innovia Wealth, LLC fees and pricing
Financial planner in Grand Rapids, Michigan. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Innovia Wealth, LLC charges $1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“However, hourly fees cannot exceed $1,000/hour and Innovia Wealth typically does not allow flat or project-based fees to exceed $75,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Innovia Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We also invoice certain clients for our fees.”
- “We do not collect more than $1,200 in fees six (6) or more months in advance.”
- “Upon receipt of written notice of termination, if the client were being charged in advance, they will receive a prorated refund based on the amount of time services were rendered during the management period.”
How Innovia Wealth, LLC’s fees compare
- Its hourly rate of $1,000 is above the Michigan median of $250. 99% of the 170 other Michigan planners that publish an hourly rate charge less.
- 9 of the 9 other planners in Grand Rapids that publish an hourly rate charge less.
About Innovia Wealth, LLC
- Firm size: 31 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.7% a year
- Clients
- 727
- Employees
- 31
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and other services
- Assets managed
- $3,288,459,087
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289913
- Phone
- (616) 719-5007
Can advise clients in 20 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Minnesota, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin
Other planners in Grand Rapids that publish fees
- Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
- Advisory Advocates LLCGrand Rapids$250-$1,500
- Blue Water Asset ManagementGrand Rapids$165-$275/hr, $500-$5,000
- Fiduciary Financial AdvisorsGrand Rapids$500/hr, $7,200-$50,000/yr
- Financial Advisory CorporationGrand Rapids$19,000/yr
- Hill Island Financial LLCGrand Rapids$1,500-$15,000, $375-$1,000/mo
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.