# Innovative Investment Fiduciaries, LLC

> 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.

- CRD: 159814
- Filed as: INNOVATIVE INVESTMENT FIDUCIARIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Moorestown, NJ
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159814
- AdvisorCensus page: https://advisorcensus.com/firm/innovative-investment-fiduciaries-llc-moorestown-nj-159814

## Quick answers

**How is Innovative Investment Fiduciaries, LLC compensated?**
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.

**Where is Innovative Investment Fiduciaries, LLC located?**
Innovative Investment Fiduciaries, LLC's principal office is in Moorestown, NJ, according to its Form ADV.

**Is Innovative Investment Fiduciaries, LLC registered with the SEC or a state?**
Innovative Investment Fiduciaries, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 159814.

**How much does Innovative Investment Fiduciaries, LLC manage?**
Innovative Investment Fiduciaries, LLC reports $13,717,094 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**Does Innovative Investment Fiduciaries, 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/159814

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,717,094
- Discretionary: $13,717,094
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $13,717,094 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ibpllc.com](https://ibpllc.com)
- Facebook @InnovativeBenefitPlanning
- Instagram @innovativebenefitplanning
- LinkedIn @innovative-benefit-planning-llc
- LinkedIn @andrew-may-aif®cfp®-06a00a127
- LinkedIn @marksulpizio
- LinkedIn @terriann-procida-7b7a403
- X @inno_bene_plan
- YouTube @UCzueKqJlcuHd6KS8fdpbvjw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovative Investment Fiduciaries, LLC (CRD 159814): Form ADV filing data as of October 2026.