Scott Stooksbury
Scott Stooksbury is a registered investment advisor at Creativeone Wealth, LLC, based in Ellijay, GA, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
142 River Terrace, Ellijay, GA, 30540
Get directionsHistory
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.
Exams
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