Alan Harris
Alan Harris is a registered investment advisor at Creativeone Wealth, LLC, based in Orem, UT, with 11 years of industry experience. Alan 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
1432 E 840 North, Orem, UT, 84097
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Regulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Alan is involved in several business activities, including life insurance/annuities sales through M&O Marketing and CreativeOne, and tax planning through PH, LLC. He also manages trades and strategies for clients as an IAR, Vice President/Owner of Peterson Harris, Inc., dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Corecap Advisors
Transamerica Financial Advisors, INC.
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.