Grace Wellwerts is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Avon, CO, with 27 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creekmur Asset Management manages investments through a wrap fee program. The wrap fee covers advisory fees, platform fees, third-party manager fees, and transaction-based fees. The wrap fee does not exceed 2.00%. For younger clients with less than $250,000, CAM uses Altruist for custodial services, which may have separate transaction fees. The fee is calculated based on the average daily balance of your account and deducted monthly.
Location
48 E. Beaver Creek, Suite 308, Avon, CO, 81620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Grace is a principal at Rocky Mountain Planning Group, Inc. and a consultant at Creekmur Asset Management, LLC, both registered investment advisors, dedicating full-time hours to each. Grace is also a licensed insurance agent selling insurance products.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Rocky Mountain Planning Group, INC
State Registrations1 state
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