Innovate Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Innovate Wealth provides financial planning, estate planning assistance, tax services, and discretionary investment management to individuals, high‑net‑worth clients, and businesses. Planning engagements are delivered as a collaborative, software‑based process with ongoing client access and periodic meetings rather than a one‑time written plan.
The firm’s investment approach centers on passive, asset‑allocation portfolios for a long‑term horizon, augmented by trend‑following adjustments and equity factor tilts toward value and momentum; Innovate Wealth also applies fundamental, technical, and cyclical analysis as input to allocation decisions. It manages client assets on a discretionary basis (approximately $90.5 million as of March 2026) and does not manage assets on a non‑discretionary basis outside its investment program.
What is uncommon about Innovate Wealth relative to many peers is that it serves as a wrap fee program sponsor and limits its investment management offerings to that wrap structure, paying brokerage costs on clients’ behalf within the program. The firm also coordinates estate‑document preparation via a third‑party, attorney‑supported platform and facilitates tax preparation through a third‑party CPA, alongside providing continuous, software‑driven planning access.
Client services
Expertise
Fee options
Financial Planning fixed fee of $3,800 for 12-month engagement, payable as $1,400 deposit plus $800 quarterly payments or $4,200 monthly payments of $350; Estate Planning assistance base fee of $800
Financial Planning hourly rate of $275 per hour
Fee-only: Financial Planning fixed fee of $3,800 for 12-month engagement; Estate Planning assistance base fee of $800; Tax services fees range from $500 to $1,250 based on complexity; Financial Planning hourly rate $275/hour
Main office
Scottdale PA
Advisors at this office
1
Most active in
Pennsylvania · Texas · Utah
Also doing business as
Innovate Wealth · Innovate Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)