Wealth Innovation Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Innovation Group positions itself to serve individuals, high-net-worth households, business entities, and qualified retirement plans, offering discretionary portfolio management alongside retirement plan advisory. The firm also provides ongoing financial planning and consulting services and can coordinate specialist referrals through a Virtual Family Office model.
The firm’s investment approach emphasizes long-term, asset-allocation-driven portfolios grounded in Modern Portfolio Theory, with discretionary implementation and periodic rebalancing. Financial planning is delivered through a proprietary S.C.A.L.E. framework and structured onboarding (including an Investor DNA questionnaire) with a quarterly Strategic Planning Calendar to align plans and portfolio decisions.
Distinctive features noted in the brochure include formal ERISA plan services (able to act as a 3(21) or 3(38) fiduciary), the use of fixed fees for financial planning, and affiliations with tax/consulting and insurance businesses that may generate additional compensation. The firm currently reports no client assets and does not act as a private fund adviser; the brochure discloses the principals’ outside tax and insurance activities and attendant conflicts of interest, which the firm says it manages through disclosure and policies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees are fixed, charged quarterly or annually depending on service level.
$0 - $500,000: 1.25% annually $500,000.01 - $2,000,000: 1.00% annually $2,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.65% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
Account minimum: $500,000 Fee-only: Fixed financial planning fees: Level 1 (Basic) $900/quarter or $3,600/year; Level 2 (Advanced) $1,800/quarter or $7,200/year; Level 3 (Custom) custom pricing based on scope and needs.
Main office
965 South 100 West, Ste. 200
Logan UT 84321
Advisors at this office
2
Most active in
Utah
Also doing business as
Innovation Wealth Management, LLC · Wealth Innovation Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Anton A
Series 65
Logan, UT
Wealth Innovation Group
Anton Anderson is a Series 65-licensed financial advisor with six years of industry experience. He is currently associated with Wealth Innovation Group and has held roles at multiple firms including Coppell Advisory Solutions and Onyx Bridge Wealth Group. Outside of his advisory work, he is the managing partner of Elite Resource Team, which provides business and marketing training through online and in-person events. Wealth Innovation Group serves individuals, high-net-worth households, business entities, and qualified retirement plans by offering discretionary portfolio management and retirement plan advisory services. The firm employs a long-term, asset-allocation-driven investment approach guided by Modern Portfolio Theory and delivers financial planning through a proprietary framework and structured onboarding process.
Carson G
Series 65, Series 63
Logan, UT
Wealth Innovation Group
Carson Grover is a financial advisor with Wealth Innovation Group in Logan, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Coppell Advisory Solutions (DBA Fusion Capital Management), Heritage Family Offices, and Symmetry Financial Group. Outside of advising, he serves as CEO of Innovation Consulting, LLC, which provides tax strategy and exit planning consulting services. Wealth Innovation Group serves individuals, high-net-worth households, business entities, and qualified retirement plans by offering discretionary portfolio management, retirement plan advisory, and ongoing financial planning through a proprietary framework. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory and coordinates specialist referrals via a Virtual Family Office model.
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