David Nute is a ChFC-designated registered investment advisor at Creative Retirement Planning, INC., based in Sequim, WA, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fee Estimator
Location
334 W Washington St, Sequim, WA, 98382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Creative Retirement Planning, INC.
State Registrations1 state
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