Advisor at Creativeone Wealth, LLC
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
Creativeone Wealth, LLC
Location
Lewistown, PA 17044
Credentials
Series 66
Industry experience
2 years
Peter Pecora is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual of Greater Philadelphia and The Prudential Insurance Company of America. In addition to his advisory role, he is also an insurance agent with Vantage Point Life. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.
Based on Creativeone Wealth, LLC
Based on Creativeone Wealth, LLC
Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.
$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions
Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.
Hourly rates for financial planning services disclosed in agreement and negotiable.
Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.
209 W Market Street
Lewistown, PA 17044
Pennsylvania
CreativeOne Wealth
2023 - Present (3 years)
Vantage Point Life
2023 - Present (3 years)
MassMutual of Greater Philadelphia
2022 - 2022 (1 year)
Fike Brothers Carpet One
2021 - 2022 (1 year)
The Prudential Insurance Company of America
2021 - 2021 (1 year)
Pruco Securities LLC
2021 - 2021 (1 year)
Lingle Distributing
2010 - 2021 (11 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.
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.
Lawyer
They provide legal services, typically billed separately.
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.
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 63, Series 66
Boalsburg, PA
Citizens Securities, Inc.
Series 63, Series 65
Mifflintown, PA
Cetera
Series 66
Lewistown, PA
Ameriprise
CFP®, Series 63
Lewistown, PA
Ameriprise
Series 66
Reedsville, PA
Ameriprise
Series 63, Series 66
Burnham, PA
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")