Creativeone Wealth, LLC

CRD#281213
Investment Advisor Firm

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Overview

Creativeone Wealth, LLC operates as a financial advisory firm headquartered in Leawood, Kansas. Creativeone Wealth, LLC administers $2.9 billion in assets under management across 19,806 client accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The company has a large group, including 157 financial advisors. Creativeone Wealth, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as bonds, options and stocks.

Creativeone Wealth, LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments are made by an investment advisor without needing the customer's approval. The company's typical account size is $145,388. The average financial advisor at Creativeone Wealth, LLC manages about 126 client accounts.

The firm's headquarters is at 6330 Sprint Pkwy, Leawood, Kansas 66211. Creativeone Wealth, LLC is legally allowed to provide services to investors across 51 U.S. states and territories.

Assets Under Management

$2.9 billion

Number of Advisors

157

Disclosures

No

Office Location

6330 Sprint Pkwy
Leawood, KS 66211

Creativeone Wealth, LLC by the Numbers

Total Assets Under Management

$2.9 billion

National Average: $8.6 billion
Total Number of Employees

169

National Average: 64
Total Number of Accounts

19,806

National Average: 375,227
Average Account Size

$145.4 thousand

National Average: $23.0 thousand
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Products and Services

Creativeone Wealth, LLC provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars and other services. In the past fiscal year, the company provided 51-100 of its accounts with financial planning services. The firm does not sell products or offer services aside from investment advisory services to its investment advisory clients. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, accountant or accounting firm, lawyer or law firm and insurance company or agency.

Core Advisor Services

  • Offered by 31% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 46% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 3% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

A financial advisor's fees largely are based on which services the firm provides the client. However, fee types billed by the firm can be comprised of any combination of the following fee structures: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Types of Clients

The company works with a broad range of customers. It caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations and corporations. Out of its 19,806 clients, Creativeone Wealth, LLC's largest client is retail investors, but it also caters to 944 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 6.88%
  • Other Individuals - 92%
  • Corporations - 1.02%
  • Charitable Organizations - 0.1%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Creativeone Wealth, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Creativeone Wealth, LLC

Jeffrey Schultz
Scappoose, OR
Kyle Hammerschmidt
Leawood, KS
Gerard Dougherty
Leawood, KS
Matthew Jandera
Leawood, KS
Tagen Lindstrom
Leawood, KS
Joseph Demeo
Roseville, CA
Todd Kross
Leawood, KS
Donald Orban
Omaha, NE
John Kohout
Traverse City, MI

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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.