Advisor at Creative Financial Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creative Financial Strategies, Inc.
Location
Littleton, NH 03561
Credentials
Series 63, Series 65
Industry experience
46 years
Financial plan fees range from $3,000 to $9,600, negotiable; retainer fees negotiable
$1 - $999,999: 1.30% $1,000,000 - $2,000,000: 1.15% $2,000,001+: Negotiable
Annuities and other commissioned insurance products offered separately
Hourly planning services at $250/hour
Account minimum: $1,000,000 Minimum fee: $1,500 minimum annual fee for accounts below $100,000 Fee-only: Negotiable fees for financial planning, retainer agreements, and hourly planning engagements ($250/hour)
Mountain Top Telecom, Inc.
2023 - Present (3 years)
Purshe Kaplan Sterling Investments
2005 - Present (21 years)
Creative Financial Strategies, Inc.
1993 - Present (33 years)
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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
St Johnsbury, VT
Edward Jones
Series 66
St Johnsbury, VT
Edward Jones
CFA®, Series 63, Series 65
Sag Harbor, NY
Majority Asset Management, Inc.
Series 63, Series 65, Series 66
Sugar Hill, NH
Kingswood Wealth Advisors, LLC
Series 63, Series 66
St. Johnsbury, VT
STIFEL
Series 63, Series 66
Lyman, NH
Raymond James & Associates
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