Paul Lindsay is a registered investment advisor at Creativeone Wealth, LLC, based in Cary, NC, with 28 years of industry experience. Paul 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
200 Cornerstone Drive, Ste. 201, Cary, NC, 27519
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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
Paul is an independent insurance agent selling fixed insurance products since 2006, and owns Triangle Advisors Group, Inc., a DBA for insurance and securities sales, since 2009. Both activities take up a full-time commitment.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Brokers International Financial Services, LLC.Broker
Brokers Financial
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Financial West Group
Financial West GroupBroker
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
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.