Paul Groeschel Johnson
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.
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
Jacksonville, FL 32256
Credentials
Series 63, Series 66
Industry experience
3 years
Financial Planning services may be charged on a fixed fee per project basis; Investment Consultative Services charged on a fixed fee basis.
Negotiable between 0.25% - 2.25% typically; fees may vary per client and IAR
Hourly rates for Financial Planning services are negotiable and disclosed in the Financial Planning Services Agreement.
Account minimum: The Firm typically requires a minimum investment amount in their Models to ensure the objective of the model can be met, but the specific amount is not stated; exceptions may be made at the discretion of the CCO or designee, so no specific minimum is clearly stated. Fee-only: Financial Planning fees based on fixed fee-per-project, hourly, monthly or quarterly basis, or combination; hourly rates are negotiated and stated in Client Financial Planning Agreement; Investment Consultative Services fees are fixed and negotiated; Financial Planning and Consultative fees may be paid directly or deducted from account.
CreativeOne Wealth, LLC
2025 - Present (1 year)
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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