Creative Wealth Builders, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,868,000
Clients
25
28% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$794,720
About
Creative Wealth Builders, LLC is a registered investment adviser that provides personalized investment management and financial planning to individuals and families. As of December 31, 2025 the firm reported managing approximately $19,868,000 across 75 discretionary accounts.
The firm develops written investment policy statements grounded in client interviews and ongoing review, and provides discretionary asset management with monitoring and rebalancing. Its brochure notes use of a proprietary portfolio rebalancing algorithm to signal trades and that, in certain market conditions, it may move client assets into money market funds to reduce perceived downside risk.
The firm’s principal also operates a separate accounting and tax practice (a CPA/PFS firm) that the brochure says occupies roughly half of the principal’s time and may recommend the adviser’s services to accounting clients; accounting services are provided independently and no advisory fees are shared between the entities. That formal affiliation with an accounting practice and the principal’s tax credentialing are uncommon among independent advisers of this type and may be relevant to clients seeking integrated tax and planning coordination; the firm states it treats each household as a separate fiduciary relationship and shares information across generations only with consent.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
Fixed fees between $2,500 and $10,000 for financial planning services, depending on scope and complexity
$0 - $100,000: $1,000 minimum annual fee $100,001 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001+: 0.55% annually
$300 per hour for financial planning services
Minimum fee: $1,000 minimum annual fee for accounts up to $100,000 Fee-only: Financial planning fees can be hourly ($300/hour), fixed fee ($2,500 to $10,000), or included with asset management services. Fees are negotiable.
Main office location
Creative Wealth Builders, LLC
West Hempstead NY, United States
Number of offices
1
Most active in
Creative Wealth Builders, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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