Creativeone Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,828,907,475
Total clients
18,527
7% high-net worth
Total advisors
197
of 217 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
94
Average account size
$260,642
Client services
Fee options
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.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Creativeone Wealth, LLC
6330 Sprint Pkwy, Suite 400
Overland Park KS 66211, United States
Number of offices
109
Quick links
Advisors at this firm
Jack K
Series 65
Chippewa Falls, WI
Creativeone Wealth, LLC
Andrew C
Series 66
Overland Park, KS
Creativeone Wealth, LLC
Kevin E
CFP®, Series 63, Series 65
Overland Park, KS
Creativeone Wealth, LLC
Grace G
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Courdney W
Series 63, Series 66
Overland Park, KS
Creativeone Wealth, LLC
Brett L
Series 66
Overland Park, KS
Creativeone Wealth, LLC
Joseph W
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Joseph G
CFP®, Series 66
Santa Barbara, CA
Creativeone Wealth, LLC
Nicholas M
ChFC®, Series 63, Series 65
Overland Park, KS
Creativeone Wealth, LLC
Frank B
Series 63, Series 65
Overland Park, KS
Creativeone Wealth, LLC
Paul G
Series 63, Series 66
Jacksonville, FL
Creativeone Wealth, LLC
Jonathan B
Series 65
Greenwood, IN
Creativeone Wealth, LLC
Nathaniel R
Series 63, Series 65
Urbandale, IA
Creativeone Wealth, LLC
Laura S
Series 65
Beachwood, OH
Creativeone Wealth, LLC
Shawn W
Series 65
Overland Park, KS
Creativeone Wealth, LLC
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