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They include 309 individual clients and 64 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Innovative Asset Advisors Group offer?","answer":"Innovative Asset Advisors Group provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, retirement plan services, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Innovative Asset Advisors Group charge?","answer":"Innovative Asset Advisors Group charges 0.60%–1.10% a year for its Wealth Management. Each asset band is charged at its own rate. The fee is billed in advance.","source":"FORM ADV PART 2A & 2B - FIRM BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Innovative Asset Advisors Group use?","answer":"Innovative Asset Advisors Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $203M and SEI Global Services, Inc. (Oaks,, PA), with $95.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Innovative Asset Advisors Group have?","answer":"Innovative Asset Advisors Group has 11 investment adviser representatives registered with state securities authorities, out of 13 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Innovative Asset Advisors Group invest in?","answer":"At the end of its last fiscal year, Innovative Asset Advisors Group’s separately managed accounts held 52% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds, 2% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Innovative Asset Advisors Group?","answer":"Innovative Asset Advisors Group’s direct owners are Anthony Minopoli (75% or more), Innovative CPA Group, LLC (10% to 25%), Baudpont Capital I, LP (10% to 25%) and Charles Smith (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Innovative Asset Advisors Group get paid?","answer":"Innovative Asset Advisors Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Innovative Asset Advisors Group registered with the SEC?","answer":"Yes, Innovative Asset Advisors Group has been registered with the SEC as an investment adviser since 24 June 2025. Its CRD number is 336773 and its SEC file number is 801-133714.","source":"Form ADV Part 1A, Item 1, filed 1 October 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Innovative Asset Advisors Group?","answer":"Innovative Asset Advisors Group’s main office is at 1 Enterprise Drive, Suite 425, Shelton, CT 06484. Its phone number is 203-444-3599. 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