Assets Under Management
$4.8B
Number of Clients
18,725
Number of Advisors
208
Average Client AUM
$258K
AUM per Advisor
$23.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
CreativeOne Wealth, LLC offers asset management and financial planning services through its Investment Adviser Representatives (IARs). Asset management is provided on a discretionary basis. Financial planning services include investment planning, insurance needs assessment, retirement planning, and estate planning. The firm also offers investment consultative retainer services.
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211