INNOVATIVE FINANCIAL ADVISORS, LLC

Overview

Innovative Financial Advisors, LLC is a small, individually owned limited liability company that operates primarily as an insurance broker and fee-for-service financial planning firm. The firm describes itself as a capital allocator and provides financial planning, selection of other advisers, and educational seminars. Its fee menu includes hourly and fixed fees alongside other fee arrangements, which aligns with a consultative, project-based advisory model rather than a large discretionary asset management business. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, suggesting a largely local or single-state focus. As a capital allocator that names third-party alternative managers, its role appears to be one of selecting and placing clients into outside managers and products rather than running sizeable proprietary investment platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices