Timothy Schulze
Timothy Schulze is a registered investment advisor at Creativeone Wealth, LLC, based in Bonita Springs, FL, with 12 years of industry experience. Timothy 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
Bonita Springs, FL
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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 ActivitiesSells Insurance
Timothy is the owner of Pioneer Wealth Management and president of Tart LP. He also holds partial ownership in several real estate ventures, serves on the board of directors and as treasurer for the Kirkwood School District Foundation, and works as an insurance agent selling health and Medicare supplement plans.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations3 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.