SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Creativeone Wealth, LLC
Overland Park, KS
CRD 281213
Firm filing updated May 4, 2026 ·
- $6.3BAssets
- 22,291Clients
- 203Advisory staff
- 35,425Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals20,326
- High net worth individuals1,738
- Corporations or other businesses132
- Pension and profit sharing plans73
- Charities21
- and 1 more1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 20,326 | $3.6 billion |
| High net worth individuals | 1,738 | $2.2 billion |
| Investment companies | 1 | $75.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 73 | $48.1 million |
| Charitable organizations | 21 | $33.9 million |
| Corporations or other businesses not listed above | 132 | $252.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 7 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "SUB ADVISER SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "SUB ADVISER SERVICES"
Assets and accounts
- Regulatory assets$6.3 billion
- Accounts35,425
- DiscretionaryAll accounts
People
- Employees222
- Advisory staff203
- Broker-dealer reps24
- Licensed insurance agents183
- Planning clients101 to 250
Advisors
120 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 281213, SEC file 801-106677.
- Registered with the SEC as an investment advisor (status date on record: September 25, 2015).
Is Creativeone Wealth, LLC a fiduciary?
Short answer: Creativeone Wealth, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 24 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
183 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.