Fee-only adviser · Chandler, AZ
Innovative Financial Solutions, Inc.
Innovative Financial Solutions, Inc. is a fee-only investment adviser registered with the securities regulator of Arizona, with its main office in Chandler, Arizona. On its latest Form ADV, filed September 24, 2026, it reports $93M in regulatory assets under management, 90 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Arizona |
|---|---|
| Firm CRD number | 289906 |
| Office | 2370 W. Ray Road Suite 3 Chandler, AZ 85224 |
| Phone | (480) 345-8540 |
| Website | www.ifsincaz.com |
| Regulatory assets under management | $93M |
| Individual clients | 48 non-high-net-worth, 42 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Chandler
- Ironwood Wealth Management, LLC $608M
- Future Bright $121M
- Macc IV Group $41M
- Sonmore Financial LLC $87M
- Wlth Capital Management, LLC $230M
- Lifestyle Planning, LLC $43M
See all 12 fee-only advisers in Chandler →
Nearby
- Gilbert 10 firms
- Tempe 10 firms
- Mesa 9 firms
- Phoenix 49 firms
- Paradise Valley 1 firm
- Scottsdale 78 firms
- Fountain Hills 2 firms
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