AE
Firm Information
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.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
706 N Main St, Ofallon, MO, 63366
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Creative Financial Designs, INC.
September 2025 - Present · 4 mos
Previous Registrations
Core Planning
September 2023 - September 2025 · 2 yrs
LPL Financial LLC
April 2022 - September 2023 · 1 yr 5 mos
LPL Financial LLC Broker
March 2022 - September 2023 · 1 yr 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.