Innovator Wealth Advisor, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$500,000
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$83,333
About
Innovator Wealth Advisor, LLC provides asset management, financial planning, and limited-scope financial consulting to individuals, small business owners, pension and estate clients. As disclosed in the brochure, the firm manages about $500,000 in discretionary client assets for six clients and offers both one-time project plans and ongoing advisory relationships.
The firm’s investment approach relies on modern portfolio theory and a long-term, passive “buy-and-hold” orientation, using ETFs, no-load mutual funds, index funds and periodic rebalancing while seeking international exposure for diversification. For discretionary accounts Innovator may engage third‑party managers via platforms such as Envestnet and Altruist, monitors accounts at least quarterly, and conducts regular reviews with clients.
A distinctive feature is an affiliation with an accounting practice (HSK CPA PLLC) through the firm’s owner, who holds CFP® and CPA credentials and may offer tax and accounting services to advisory clients; the brochure discloses this creates a potential conflict of interest and explains the firm’s mitigation (recommendations of the affiliate only when deemed in the client’s best interest and not mandatory). The firm’s small client base and modest AUM combined with its mix of discretionary portfolio management and one-time or limited consulting engagements make its business model atypical among independent advisors.
Client services
Expertise
Fee options
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
Main office location
Innovator Wealth Advisor, LLC
4970 Sw Main Ave, Suite 100
Beaverton OR 97005, United States
Number of offices
2
Most active in
Oregon · Texas
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:
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")