Innovative Advisory Group

RIASEC Registered

Total AUM

$194M

Discretionary

$194M

100% of AUM

Avg account

$243K

Accounts

800

Employees

Advisory reps

Firm details

Headquarters: Lexington, Massachusetts
CRD number: 146618
Registered since: October 28, 2021
Website: innovativewealth.com
Custodians: CHARLES SCHWAB & CO., INC., CNB CUSTODY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals62.78%
HNWI36.08%
Charitable Organizations1.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Innovative Advisory Group is an independent Registered Investment Advisor organized as an LLC and SEC-registered in 2021. The firm acts as a capital allocator for both individual and institutional clients and offers a mix of financial planning and portfolio management services, including work for individuals, small businesses and institutions. Its stated advisory capabilities include pension consulting and the selection of third‑party advisers. Compensation is flexible: the firm charges a percentage of assets under management and can also bill on an hourly or fixed‑fee basis. The firm notes an affiliation with an insurance company and does not identify as an active ESG investor.