Marcy Burton
Marcy Burton is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 42 years of industry experience. Marcy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Marcy is an Investment Adviser Representative at ChangePath, LLC, providing financial planning, advice, sales, and selling fixed, index, life, health, and property/casualty insurance, dedicating nearly full-time hours to this role. Marcy also serves as a board member for a social non-profit hospice, spending minimal time per month and participating on the investment committee.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLCBroker
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
AXA Distributors, LLCBroker
Cigna Financial Advisors,inc.Broker
Van Eck Securities CorporationBroker
Corporate Benefit Securities, INC.Broker
American Skandia Marketing, INC.Broker
Furman Selz Mager Dietz & Birney IncorporatedBroker
Total Resources, INC.Broker
Continental Equities Corporation of AmericaBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.