Scott Sidor
Scott Sidor is a registered investment advisor at Creativeone Wealth, LLC, based in Port Byron, IL, 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
201 North Main Street, Unit 2, Port Byron, IL, 61275
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Regulatory History (2)
Customer Dispute
October 2020Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Scott is the CEO of Safe Money Concepts, Inc., focusing on fixed insurance sales and marketing, which takes nearly full-time. He also works as a bookkeeper, spending minimal time on bookkeeping and mailing statements.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Horter Investment Management, 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.