A complete list of active advisors currently associated with Innovative Financial Advisors, LLC

Warmer can help you find a great advisor at Innovative Financial Advisors, LLC or one who fits your needs even better.

The firm provides fee-based financial planning and consulting to individuals, high-net-worth clients and small businesses, covering cash flow, tax and insurance review, retirement and estate planning. It also conducts educational seminars and workshops for the public and generally refers clients to third-party money managers for ongoing portfolio management rather than directly managing client assets. The firm documents client goals and produces tailored financial plans and Investment Policy Statements, using fundamental, technical and cyclical analysis as appropriate and offering periodic reviews on request. For clients who want professional asset management, the firm refers to a registered third‑party money manager (disclosed in the brochure) and receives referral and incentive payments from that manager, a relationship disclosed as a potential conflict of interest. Noteworthy differences from many peers include an affiliated insurance and tax-practice operated by the firm’s managing member, who spends substantial time selling insurance and preparing taxes and may receive commissions for those sales. The firm also does not act as a portfolio manager itself or routinely charge percentage‑of‑assets fees, and it may waive planning fees when clients implement plans through the recommended third‑party manager.

To learn more about the advisors currently working at Innovative Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian Breckenridge	Lincoln, CA	12

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