Creative Financial Solutions, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Creative Financial Solutions, LLC (CFS) offers financial planning services to help clients identify goals and determine resources to achieve them. Services include investment analysis, tax review, cash flow analysis, retirement projections, education planning, insurance analysis, and estate planning. Investment services are provided through Cambridge Investment Research, Inc.
Fee Structure
The firm charges a financial planning fee determined by the expected time and complexity of the client's situation, starting at 0.5% of net worth with a minimum fee of $750. The planner has discretion to adjust the fee based on the planning relationship, complexity, expected benefit, time requirements, and level of service. Clients may retain planning services annually for a retainer fee. Additional services may be performed for an additional fee or through financial products that generate compensation for the advisor.
Areas of Practice
Location
310 E. Court Street, Washington C. H., OH, 43160