About Innovative Advisory Partners, LLC
<p>From its base in Hixson, in the Chattanooga metro area, Innovative Advisory Partners, LLC is a registered investment advisor founded in 2010.</p> <p>The firm also has an office in Lexington, Massachusetts, serving clients in the Greater Boston area as well as Tennessee. Innovative Advisory Partners handles portfolio management and financial planning, along with risk management and alternative investments.</p> <p>For employers and plan fiduciaries, the firm provides 3(21) fiduciary services as part of its retirement plan work. It also has a focus on self-directed IRAs and 401(k) plans, and publishes research and articles on these topics for investors who want to take a more hands-on approach.</p> <p>Innovative Advisory Partners reports $0.3B in AUM (2026) and operates under CRD #156135. A differentiator is its emphasis on self-directed retirement accounts alongside traditional advisory services for individuals and retirement plan sponsors.</p> <ul> <li>Registered investment advisor (RIA) founded in 2010</li> <li>Offices in Hixson, TN and Lexington, MA</li> <li>Wealth management: portfolio management, financial planning, risk management, alternative investments</li> <li>3(21) fiduciary support for retirement plans (<a href="/plan-advisors">plan advisors</a>)</li> <li>Specializes in self-directed IRAs and 401(k) plans (<a href="/retirement-plans">retirement plan providers</a>)</li> </ul>
Website: https://innovativewealth.com/
Founded: 2010
Office Locations
- Hixson, TN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $252.1M