Advisor at Innovator Wealth Advisor, LLC
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
Innovator Wealth Advisor, LLC
Location
Georgetown, TX
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Herbert Kim is a CFP® professional with 20 years of experience in financial advisory and accounting. He is the owner of Innovator Wealth Advisor, LLC, an independent firm he has been with since 2007. Prior to this, he worked at Pacific CPA & Advisor and Cascadia CPA PC. In addition to his advisory work, he serves as president of HSK CPA PLLC, a tax services firm. Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope consulting primarily to individuals, small business owners, and pension and estate clients. The firm employs a long-term, passive investment approach based on modern portfolio theory and manages discretionary accounts while offering project-based advisory services.
Based on Innovator Wealth Advisor, LLC
Based on Innovator Wealth Advisor, LLC
One-Time Comprehensive Financial Planning fixed fees typically $3,000 to $5,000; One-Time Limited Financial Consulting fixed fees typically $900 per topic
$0 - $25,000: 2.00% $25,001 - $50,000: 1.70% $50,001 - $100,000: 1.50% $100,001 - $150,000: 1.40% $150,001 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1 million: 0.85% $1 million+: 0.75%
$190 per hour for CFP® professionals and $100 per hour for staff for ongoing financial planning services
Account minimum: $25,000 Fee-only: One-Time Comprehensive Financial Planning Fees: fixed fees typically range from $3,000 to $5,000, may exceed depending on complexity; One-Time Limited Financial Consulting Engagement Fees: typically $900 per topic; Ongoing Financial Planning Services Fees: hourly rates of $190 per hour for CFP® professionals and $100 per hour for staff
Georgetown, TX
Oregon · Texas
HSK CPA PLLC
2024 - Present (2 years)
Pacific CPA & Advisor
2021 - 2024 (3 years)
Innovator Wealth Advisor LLC
2007 - Present (19 years)
Shamu Real Estate
2004 - 2020 (16 years)
Cascadia CPA PC
1996 - 2021 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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