Allen Warren Trimble

Creativeone Wealth, LLC

18 Years of Experience

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Firm Information

Creativeone Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

208 advisors

Number of Clients

18,725 clients

Average Client Portfolio

$258K average

Assets Under Management

$4.8B

Fee Structure

Fees for asset management services are negotiable and typically range between 0.25% and 2.25%. Fees are deducted from the client's investment account. Financial planning fees are also negotiable and can be based on a fixed fee-per-project, hourly, monthly, or quarterly basis. Investment consultative services are based on a fixed rate. The firm may receive compensation from third-party advisers or as a sub-adviser to other firms.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Advisor Information

Office location

4 Dominion Drive, Bldg 3, Ste 280, San Antonio, TX, 78257

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Regulatory History (1)

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Criminal

February 1985

Final Disposition

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Other Business ActivitiesSells Insurance

Allen is the president and a licensed agent of Ganan Insurance Group, Inc., a Texas life and health insurance agency, selling fixed life insurance and annuity products full-time. He is also the president of Inspired Alternative Investments, Inc. and services existing Life Partners accounts, a non-securities but investment-related business.