A complete list of active advisors currently associated with Innovative Wealth Partners, LLC

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

Innovative Wealth Partners operates as a solicitor-only independent adviser that refers clients to third-party investment managers rather than providing direct portfolio management, custody, or discretionary trading. The firm’s brochure notes it works with individual and high-net-worth clients by arranging referrals and does not maintain assets under management. The firm’s process centers on selecting and referring licensed third-party advisers and documenting those relationships in client-solicitor agreements; it does not review ongoing manager performance after referral. Compensation is received via negotiated fee-sharing with the selected managers and IWP states it collects its portion in arrears while clients receive reports from the third-party adviser or custodian. Noteworthy aspects disclosed in the brochure include that the firm’s principal is a licensed insurance agent and may offer commissionable insurance products to clients, a relationship the firm acknowledges can create conflicts of interest and is disclosed to clients. The firm also does not use percentage-of-AUM billing and limits its services to solicitation and referrals—features that set it apart from many independent advisers that directly manage client portfolios.

To learn more about the advisors currently working at Innovative Wealth Partners, 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
Richard Balance	Palm Desert, CA	11

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