William Christian Weirich

Creative Capital Wealth Management Group

28 Years of Experience

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Firm Information

Creative Capital Wealth Management Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

194 clients

Average Client Portfolio

$119K average

Assets Under Management

$23.0M

Fee Structure

Financial Planning:Investment management only

This firm's representatives may receive commissions from selling securities and insurance products through other companies, which could create a conflict of interest. Clients are not required to purchase these products through the firm's representatives and can choose their own providers.

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Areas of Practice

Investment ManagementInsurance Planning

Advisor Information

Office location

1208 Kimberton Road, Chester Springs, PA, 19425

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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.

Other Business Activities

William is a Senior Wealth Advisor at Creative Capital Wealth Management Group, dedicating about half of his time to financial planning. He also owns Weirich Strengths Coaching, where he coaches teams and individuals, but spends minimal time on this activity.