Dave Buchanan
Dave Buchanan is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 17 years of industry experience. Dave 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
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Dave owns Conservative Investment Specialists as a tax entity for his insurance business. He also operates under the name Trinity Financial Group, offering retirement planning, investment services, and insurance marketing, and works as a self-employed insurance agent, dedicating about a quarter of his time to selling insurance.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Gradient Advisors, LLC
Conservative Investment Specialists, INC.
Merrill Lynch Pierce Fenner & Smith 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.