Brent Crawford is a registered investment advisor at Creativeone Wealth, LLC, based in Ruston, LA, with 28 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
1831 North Trenton Street, Suite 1, Ruston, LA, 71270
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is an owner/agent at Crawford Financial Group, selling insurance since 1995, which takes more than full-time hours. He also owns real estate property through Crawford Property Holdings and works as an investment adviser representative at CreativeOne Wealth, LLC, dedicating more than full-time hours to this role.
Employment History
Current Registrations
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
State Registrations9 states
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