{
  "crd_number": 159814,
  "slug": "innovative-investment-fiduciaries-llc-moorestown-nj-159814",
  "primary_business_name": "INNOVATIVE INVESTMENT FIDUCIARIES, LLC",
  "legal_name": "INNOVATIVE INVESTMENT FIDUCIARIES, LLC",
  "dbas": [],
  "city": "Moorestown",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-05-09",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 13717094.0,
  "raum_discretionary": 13717094.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 13717094.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "PA"
  ],
  "websites": [
    "https://facebook.com/InnovativeBenefitPlanning",
    "https://ibpllc.com",
    "https://instagram.com/innovativebenefitplanning",
    "https://linkedin.com/company/innovative-benefit-planning-llc",
    "https://linkedin.com/in/andrew-may-aif%C2%AEcfp%C2%AE-06a00a127",
    "https://linkedin.com/in/marksulpizio",
    "https://linkedin.com/in/terriann-procida-7b7a403",
    "https://x.com/inno_bene_plan",
    "https://youtube.com/channel/UCzueKqJlcuHd6KS8fdpbvjw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159814",
  "city_as_filed": "MOORESTOWN",
  "url": "https://advisorcensus.com/firm/innovative-investment-fiduciaries-llc-moorestown-nj-159814",
  "display_name": "Innovative Investment Fiduciaries, LLC",
  "summary": "Innovative Investment Fiduciaries, LLC is a state-registered investment advisory firm in Moorestown, NJ, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Innovative Investment Fiduciaries, LLC (CRD 159814): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Innovative Investment Fiduciaries, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Innovative Investment Fiduciaries, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Innovative Investment Fiduciaries, LLC located?",
      "a": "Innovative Investment Fiduciaries, LLC's principal office is in Moorestown, NJ, according to its Form ADV."
    },
    {
      "q": "Is Innovative Investment Fiduciaries, LLC registered with the SEC or a state?",
      "a": "Innovative Investment Fiduciaries, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 159814."
    },
    {
      "q": "How much does Innovative Investment Fiduciaries, LLC manage?",
      "a": "Innovative Investment Fiduciaries, LLC reports $13,717,094 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "Does Innovative Investment Fiduciaries, LLC report any disciplinary disclosures?",
      "a": "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/159814"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/innovative-investment-fiduciaries-llc-moorestown-nj-159814.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 13717094.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159814",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}