Invested Advisors
SEC RegisteredA Goal Without a Plan is Only a Dream
About the firm
InVested Advisors is a financial planning and investment advisory firm that focuses on building long-term relationships with a select group of clients by working with them through every aspect of their financial lives. The firm aims to inform and inspire clients to build wealth wisely.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment planning, tax planning, lifestyle financial planning, legacy and estate planning, and small business financial planning.
Who they serve
Individuals, families, and small businesses seeking comprehensive financial planning and investment advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 204 | $46M |
| High Net Worth Individuals | 62 | $176M |
| Charitable Organizations | 15 | $44M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First 0-500K | 1.30% |
| Next 500K - 1M | 1.00% |
| Next 1M - 3M | 0.75% |
| Next 3M - 5M | 0.60% |
| Next 5M+ | 0.50% |
| Reporting Only Accounts | 0.00% |
| American Funds F2 Shares | 0.50% |
Data as of February 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Invested Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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