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Eric Steele

Advisor at CreativeOne Securities, LLC

Updated today
CreativeOne Securities, LLC logo

Firm

CreativeOne Securities, LLC

Location

Greer, SC 29650

Credentials

CFP®, Series 66

Industry experience

26 years

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Consulting and Financial Planning fixed fees range from $300 to $10,000 per project

Commissions

C1S and Representatives earn customary commissions on securities and insurance products sold

Project-based

Consulting and Financial Planning hourly rates range from $100 to $250 per hour

Subscriptions

Consulting Services on-going monthly retainer fee ranges from $50 to $100 per month

Other

Account minimum: $25,000 for management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA; no minimum for financial planning and consulting services Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning fees charged as fixed fee per project ($300 to $10,000) or hourly rate ($100-$250/hour) with minimum $300; Retirement Plan Services fees from 1.5% to 3.0% annually; CreativeOne Wealth, LLC Platform fees range 0.55% to 2.5% annually; Client Choice Investment Management fees up to 2.00% annually; Separately Managed Account fees negotiated as flat annual fee

Work history

Creativeone Securities, Llc Formerly Client One Securities, Llc

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brittany W

CFP®, AAMS®

Greenville, SC

Wolff Financial

Over the course of her time in a traditional brokerage firm, Brittany Wolff began to recognize a need for a different kind of financial planning practice. Women control more than 70 percent of consumer spending, but the financial industry is designed with men in mind. Geared to the unique challenges and opportunities facing women today, Wolff Financial helps millennial women and couples grow and protect their wealth through comprehensive financial planning. Brittany Wolff is an experienced CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist®, and fee-only fiduciary with a passion for making financial planning clear and accessible. She prioritizes balance with her clients, empowering them to take charge of the future while also enjoying today. Ever professional yet always kind, Brittany has a way of putting her clients at ease. To them, she’s not only an advisor but also a trusted friend.

Women Professionals Married/Couples/Partners Dual Income Family Gen Y/Millennials (Born 1980-1995)

Daniel M

CFP®

Greenville, SC

Fiduciary Organization, LLC

Daniel is a passionate entrepreneur and financial expert who founded Woodmark Advisors and Fiduciary Organization (FIDO) with a mission to provide transparent, client-focused financial advice. With a commitment to the fee-only fiduciary model, Daniel created these firms to ensure clients receive advice free from conflicts of interest, rooted in their best interests. Woodmark Advisors was the first step in Daniel's journey, driven by a vision to redefine financial planning and investment management. Over time, the need to expand this vision led to the creation of Fiduciary Organization (FIDO), a Registered Investment Advisor (RIA) dedicated to fostering trust, education, and empowerment in the financial industry. Through these ventures, Daniel combines deep industry expertise with a strong belief in the power of unbiased advice, helping clients achieve their financial goals with clarity and confidence

ESG / Sustainable investing Founder/Business Owner Christian Faith Based Hispanic/Latino/Latinx Gen Y/Millennials (Born 1980-1995)

John H

Series 66

Simpsonville, SC

Merrill

John Hyatt is a Senior Resident Director affiliated with Merrill, specializing in personalized wealth management strategies. He works closely with clients to develop financial plans that align with their individual goals and adapt to changing market conditions. His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, as well as socially responsible and values-based investing. John holds a Bachelor's Degree from The Citadel and carries the Professional Investment Advisor (PIA) designation. He is committed to serving his community, exemplified by his role as a youth baseball coach. Outside of work, John enjoys baseball, fishing, football, golfing, hunting, reading, and spending time with his family. His approach centers on helping clients achieve their financial objectives while minimizing risk.

Wealth management Family Business General estate planning guidance ESG / Sustainable investing College savings (529s, UTMA, etc.) Executive

Dustin S

CFP®, Series 66

Greenville, SC

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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Jason W

Series 66

Greer, SC

Edward Jones

Charitable giving & philanthropy Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management

Nicole L

CFP®, Series 66

Greenville, SC

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Military & Veterans
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