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Creative Capital Wealth Management Group

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Client assets under management

$35,000,000

Clients

200

35% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

50

Typical

Average account size

$175,000

About

Creative Capital serves individual and high-net-worth clients through retainer-based financial planning and wealth management, including a 12-month tax mitigation program and a Second Opinion Service. It also offers asset management on a non-discretionary basis, access to alternative investments (including privately placed securities), and the use of third‑party money managers when appropriate.

The firm’s advisory process relies on both fundamental and technical analysis and typically follows a long‑term strategy while conducting high‑level due diligence on alternative investments. Accounts are managed primarily non‑discretionarily, with client approval required for trade implementation and quarterly reviews of asset allocation and performance; the brochure reports $35 million in non‑discretionary assets as of December 31, 2025.

Distinctive features noted in the brochure include that several advisors are also registered representatives of a broker‑dealer and licensed insurance agents, and the firm discloses the potential for commission‑based implementation through those channels, creating a possible conflict of interest. The firm’s principal also operates a separate lead‑generation platform focused on Delaware Statutory Trusts and 1031 exchanges, which the brochure describes as an outside business that may generate and sell investor leads to third parties.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Private / alternative investments Wealth management

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial Planning and Wealth Management Retainer Fee: $6,000 per quarter; Tax Mitigation Program Fee: $6,000 annually

Percentage

$500,000+: 1.0% annually

Subscriptions

Financial Planning and Wealth Management Fee billed as an annual retainer fee payable quarterly at $6,000 per quarter

Other

Account minimum: $1,000,000

Main office location

Creative Capital Wealth Management Group

1208 Kimberton Road

Chester Springs PA 19425, United States

Number of offices

1

Most active in

New Jersey · Pennsylvania

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Sean G

Series 63, Series 65

Chester Springs, PA

Creative Capital Wealth Management Group

Sean Gunning is a financial advisor at Creative Capital Wealth Management Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Realta Investment Advisors and ADP LLC. He maintains an inactive entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients, offering retainer-based financial planning, wealth management, and asset management services. The firm employs a customized planning process utilizing both fundamental and technical analysis and manages accounts on discretionary and non-discretionary bases.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Liam M

Series 63, Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he owns DefySize Fitness and Coaching LLC, where he provides personal training and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning, wealth management, and asset management services. The firm employs a customized planning process and a predominantly long-term investment strategy, managing a range of asset types through both discretionary and non-discretionary accounts.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Frederick H

Series 63, Series 66

Chester Springs, PA

Creative Capital Wealth Management Group

Frederick Hubler is a financial advisor at Creative Capital Wealth Management Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Arkadios Capital, Triad Advisors, and First Allied Advisory Services. Outside of his advisory role, Hubler coaches other advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning, wealth management, and asset management services. The firm employs a customized planning process and a predominantly long-term investment strategy, managing accounts on both discretionary and non-discretionary bases.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Derek D

Series 63, Series 65

Chester Springs, PA

Creative Capital Wealth Management Group

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including previous roles at Pruco Securities, LLC and Prudential Insurance Company of America. At Creative Capital, he serves as Managing Director, overseeing team operations and wealth management. Creative Capital Wealth Management Group provides retainer-based financial planning, wealth management, and asset management services to individual and high-net-worth clients. The firm employs a customized planning process using both fundamental and technical analysis, managing accounts on a discretionary or non-discretionary basis with a focus on long-term strategies.

Tax-loss harvesting Private / alternative investments Wealth management Executive Founder/Business Owner
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