Advisor at Creative Financial Designs, Inc.
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Firm
Creative Financial Designs, Inc.
Location
Zanesville, OH 43701
Credentials
Series 63, Series 65
Industry experience
19 years
Benjamin Forgrave is a financial advisor at Creative Financial Designs, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Alpha Financial Planning, Inc. Outside of his advisory role, he serves as an associate pastor at Rooted Bible Fellowship in Newark, Ohio. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including passive ETFs, tactical management, and Biblical Responsible Investing.
Based on Creative Financial Designs, Inc.
Based on Creative Financial Designs, Inc.
$0+: Starting at 0.50% annually up to 2.00% annually for Brokerage Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Self-Directed Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Variable Annuity Management platform $0+: Starting at 0.50% annually up to 1.50% annually for Non-Discretionary Advisory Services
Hourly fee up to $350 per hour, negotiable
Retainer fees from $25 per month up to $3,500 per month, negotiable
Account minimum: $7,000 Minimum fee: Custodial fee charged by cfd Investments for accounts at NFS: $8 monthly minimum fee Fee-only: Advisory fees negotiated between 0.50% and 2.00% annually depending on service and platform
1166 Military Road Suite B1
Zanesville, OH 43701
Ohio
Creative Financial Designs
2021 - Present (5 years)
cfd Investments
2021 - Present (5 years)
LPL Financial, llc
2016 - 2021 (5 years)
Alpha Financial Planning, Inc.
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 66
Zanesville, OH
Richard Miller Financial Services, LLC
CFA®, Series 63
Zanesville, OH
Alliant Capital Management LLC
Series 65
Zanesville, OH
Saunix Investment Management, LLC
CFA®
Zanesville, OH
Hendley & Co. Inc.
Series 66
Zanesville, OH
Independent Advisor Alliance, llc
Series 66
Zanesville, OH
Kestra Private Wealth Services, LLC
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