TrueAdvisor
TrueAdvisor
GC
GC

Gregory Scott Creel

Financial & Tax Architects, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Financial & Tax Architects, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

2550 Meridian Blvd., Suite 200, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial & Tax Architects, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2018 - March 2024 · 5 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2018 - March 2024 · 5 yrs 8 mos
Scottrade Investment Management
April 2017 - March 2018 · 11 mos
Scottrade, INC.Broker
July 2015 - March 2018 · 2 yrs 8 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.