Advisor at Innovative Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Innovative Financial Solutions, Inc.
Location
Chandler, AZ 85224
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Alexander Telidis is a CFP® professional with 16 years of industry experience. He has worked at Innovative Financial Solutions, Inc. since 2017 and previously held positions at ProEquities Inc and as an independent investment advisor. In addition to his advisory work, he is an independent insurance agent offering insurance products through unaffiliated issuers. Innovative Financial Solutions, Inc. provides financial planning, investment portfolio management, and retirement-plan consulting to individuals, small businesses, and employer-sponsored plans. The firm employs a tailored investment approach that combines active and passive strategies, utilizing fundamental analysis across various asset classes to align with client objectives and risk tolerances.
Based on Innovative Financial Solutions, Inc.
Based on Innovative Financial Solutions, Inc.
$0 - $250,000: 1.60% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.65%
Insurance agent commissions for annuities, life, health, and long-term care products
Limited-scope planning hourly fee of $420 per hour, billed in 15-minute increments
Minimum fee: Financial planning fixed fees range from $1,000 to $20,000; deposit of $500 or half of quoted fee required at engagement Fee-only: Financial planning fixed fees and hourly fees; portfolio management asset-based fees; retirement plan asset-based fees
2370 W. Ray Road, Suite 3
Chandler, AZ 85224
Arizona · Texas
Innovative Financial Solutions, Inc.
2017 - Present (9 years)
ProEquities Inc
2015 - 2017 (2 years)
Investment Advisor
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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