# Innovative Financial Advisors, LLC

> Innovative Financial Advisors, LLC is a state-registered investment advisory firm in Lincoln, CA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated April 3, 2026.

- CRD: 171614
- Filed as: INNOVATIVE FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lincoln, CA
- Filing period: October 2026
- Form ADV filing dated: April 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171614
- AdvisorCensus page: https://advisorcensus.com/firm/innovative-financial-advisors-llc-lincoln-ca-171614

## Quick answers

**How is Innovative Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innovative Financial Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Innovative Financial Advisors, LLC located?**
Innovative Financial Advisors, LLC's principal office is in Lincoln, CA, according to its Form ADV.

**Is Innovative Financial Advisors, LLC registered with the SEC or a state?**
Innovative Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171614.

**Does Innovative Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171614

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brianbreck.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovative Financial Advisors, LLC (CRD 171614): Form ADV filing data as of October 2026.