Carolyn Bishop
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 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
300 E. Esplanade Drive, 9th Floor, Oxnard, CA, 93036
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Regulatory History (1)
Customer Dispute
August 1991Other 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
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Partnervest Advisory Services LLC
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
Heritage Capital Management INC
Omni Financial Advisory Services
Long Grove Trading CO.Broker
State Registrations2 states
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.