Gabriel Seth Adams
Investment adviser representative at Creative Planning
5 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Reilly Financial Advisors, LLCMar 2021 to Dec 2021
- Wcg Wealth Advisors, LLCDec 2018 to Mar 2021
- UnemployedNov 2018 to Dec 2018
- Beta Wealth Group, Inc.Jun 2017 to Oct 2018
- Epstein and White Financial LLCApr 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6330565
- Firm CRD
- 105348