Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.50%
$100K - $500K2.30%
$500K - $1000K2.00%
$1M+1.80%

Advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

C1S charges a wrap fee for discretionary investment management services, covering advisory services and certain brokerage fees. The fee is calculated as a percentage of assets under management, ranging from 2.50% on the first $99,999 to 1.80% on amounts over $1,000,000. Fees are negotiable. The wrap fee may not include all transaction-related expenses. Clients could receive similar management service outside of a wrap fee program from another adviser for a higher or lower advisory fee.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211

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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.

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Other Business ActivitiesSells Insurance

Bryan works as an annuity sales business consultant for Creative One, an independent marketing organization, since September 2021. This is a full-time commitment, with most of his time spent during securities trading hours, wholesaling annuities to financial professionals.

Employment History
Current Registrations
Creativeone Securities, LLC Broker
October 2021 - Present · 4 yrs 3 mos
Creativeone Securities, LLC
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
January 2021 - October 2021 · 9 mos
Hornor, Townsend & Kent, LLC Broker
October 2019 - October 2021 · 2 yrs
Brighthouse Securities, LLCBroker
March 2017 - October 2019 · 2 yrs 7 mos
Metlife Investors Distribution CompanyBroker
September 2015 - March 2017 · 1 yr 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bryan C Woodell - Financial Advisor | AdvisorDiscover