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CFP
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CFP

Carolyn Bishop

Creativeone Wealth, LLC
39 Years of Experience
Oxnard, CA
1 DisclosureSells Insurance
View SEC Summary
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Carolyn Bishop is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Oxnard, CA, with 39 years of industry experience. Carolyn 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.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
224 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 E. Esplanade Drive, 9th Floor, Oxnard, CA, 93036

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1991
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Carolyn is the successor trustee for the Elek Revocable Trust, acting only upon the death or inability of the current trustee. She also receives disability insurance residuals, services, and sells disability and health insurance, and sells fixed, index, life, health, and P&C insurance products, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Creativeone Wealth, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Sorrento Pacific Financial, LLCBroker
July 2009 - July 2021 · 12 yrs
Partnervest Advisory Services LLC
December 2003 - November 2020 · 16 yrs 11 mos
Partnervest Advisory Services LLC
August 2002 - December 2003 · 1 yr 4 mos
Partnervest Securities, INC.Broker
July 2002 - July 2009 · 7 yrs
Heritage Capital Management INC
January 1998 - December 2002 · 4 yrs 11 mos
Omni Financial Advisory Services
April 1995 - January 2003 · 7 yrs 9 mos
Long Grove Trading CO.Broker
February 1987 - July 2002 · 15 yrs 5 mos
State Registrations2 states
CATX
Advisor

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
No exam information available for this advisor.
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Carolyn Bishop - Financial Advisor | TrueAdvisor