Creekmur Asset Management, LLC logo

Creekmur Asset Management, LLC

Updated today

Total assets under management

$561,787,874

Total clients

1,625

7% high-net worth

Total advisors

15

of 28 employees

Firm size

Multi Team

Average clients per advisor

108

Average account size

$345,716

About

Creekmur Asset Management serves individual and high‑net‑worth clients with discretionary portfolio management and comprehensive financial planning. The firm offers tiered planning services — one‑time comprehensive plans, a subscription-based "Foundational" program aimed at younger accumulation clients, and modular or hourly engagements — and also operates a wrap‑fee program and participant account management for held‑away retirement plan accounts.

Its investment process combines quantitative portfolio construction and optimization with third‑party research, the use of Nitrogen (formerly Riskalyze) for risk profiling, and access to independent managers and signal providers. Portfolios may include institutional mutual fund share classes, ETFs and individual fixed‑income and equity securities, and, where suitable, interval funds, structured notes, and ETF‑based exposure to digital asset markets.

Noteworthy distinctions include an ownership interest in an ETF issuer whose ETFs the firm may recommend and hold in client accounts, and a client segmentation approach that uses Altruist custody and digital onboarding for its subscription planning offering. The firm discloses multiple non‑advisory revenue relationships — including insurance commissions, IMO arrangements, platform fees and referral fees — and states it manages those conflicts through disclosure and compliance oversight.

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

True Wealth Legacy Planning fixed fees range from $1,600 to $25,000; One-time modular plan fees typically range from $600 to $1,500.

Percentage

$0 - $250,000: Not explicitly stated, but Foundational Program catered to clients with less than $250,000 uses subscription fees instead of AUM fees $250,000+: Up to 2.00% for Wrap Fee Program (includes advisory fees, platform fee, and transaction fees)

Project-based

$400/hour for one-time modular financial planning services.

Subscriptions

Foundational Financial Planning subscription fees range from $500 to $2,500 annually.

Other

Account minimum: $100,000 (waivable at firm's discretion) Fee-only: Financial planning fees ranging from $600 to $25,000 depending on service type; hourly rate $400/hour for modular plans.

Disclosures

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

Business activities & affiliations

Main office location

Creekmur Asset Management, LLC

805 West Jackson, Suite 301

Morton IL 61550, United States

Number of offices

7

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")