Benjamin Paul Forgrave

Creative Financial Designs, INC.

18 Years of Experience

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Firm Information

Creative Financial Designs, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

151 advisors

Number of Clients

9,767 clients

Average Client Portfolio

$254K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$10K

Hourly Rate:Up to $47/hr

Creative Financial Designs, Inc. offers various services with different fee structures. For managed accounts, fees are based on the selected investment strategy. The firm also offers financial planning services with fees that vary depending on the complexity and scope of the plan. Hourly fees are available. Please refer to the brochure for specific fee details for each service.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

2704 S Goyer Rd, Kokomo, IN, 46902

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February 2018

Final

Financial

December 2017

Final

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Other Business ActivitiesSells Insurance

Benjamin is a financial advisor at Forgrave Financial Strategies LLC, dedicating about a third of his time to financial planning. He also works as an insurance agent and associate pastor at a church, spending minimal time on the latter.