Sharlee Cretors is a CFP-designated registered investment advisor at Advisory Solutions Group, based in Scottsdale, AZ, with 23 years of industry experience. Sharlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 807 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ASG charges a percentage of your portfolio each year, up to a maximum of 2.50%. The exact fee is negotiable and depends on the complexity of the services. Clients may also be charged up to $35 per trade as an administrative fee for directed trades.
Location
9375 E Shea Blvd, Suite 100, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sharlee is the owner and managing member of Optimized Business Transitions, LLC, which assists business owners with transition planning, dedicating a few hours per week. Sharlee is also a statutory agent for several entities owned by her mother-in-law, performing administrative tasks that require minimal time.
Employment History
Current Registrations
Advisory Solutions Group
Previous Registrations
Avior Wealth Management, LLC
Tiger Eye Financial LLC
S.C. Financial Services, INC.
Contango Capital Advisors
Rowland Carmichael Advisors INC
S.C. Financial Services, INC.
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.
Exams
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