Scott Stooksbury
Scott Stooksbury is a registered investment advisor at Creativeone Wealth, LLC, based in Ellijay, GA, with 18 years of industry experience. Scott 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
142 River Terrace, Ellijay, GA, 30540
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Regulatory History (2)
Customer Dispute
March 2006Customer Dispute
September 2005Other Business ActivitiesSells Insurance
Scott is the owner of Synergy Wealth Management, Inc., where he focuses on life and annuity sales, dedicating about 10-20% of his time. He also serves as Co-President of Sleep in Heavenly Peace Inc, a non-profit, spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cfg Retirement
Virtue Capital Management, LLC
Horter Investment Management, LLC
Synergy Wealth Partners, LLC.
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.