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CFP

Grace Wellwerts

Creekmur Asset Management, LLC
27 Years of Experience
Avon, CO
Sells Insurance
View SEC Summary
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Grace Wellwerts is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Avon, CO, with 27 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.

Creekmur Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,902 clients
Average Client Portfolio
$421K average
Assets Under Management
$800.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

48 E. Beaver Creek, Suite 308, Avon, CO, 81620

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Grace is a principal at Rocky Mountain Planning Group, Inc. and a consultant at Creekmur Asset Management, LLC, both registered investment advisors, dedicating full-time hours to each. Grace is also a licensed insurance agent selling insurance products.

Employment History
Current Registrations
Creekmur Asset Management, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Rocky Mountain Planning Group, INC
January 1999 - August 2022 · 23 yrs 7 mos
State Registrations1 state
CO
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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