Brian Abbott
Brian Abbott is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 26 years of industry experience. Brian 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)
Employment Separation After Allegations
October 2025Other Business ActivitiesSells Insurance
Brian is an advisory representative of a RIA, owner/partner of The Capital Concierge LLC, owner of B&E Property Management LLC, and a mortgage loan originator. He also works as an insurance agent and owns TCC Insurance Agency, spending a few hours per week on these insurance-related activities, and is an agent for The Capital Concierge Medicare.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services Advisors, INC
Keating Financial Advisory Services, INC
Raymond James Financial Services
Raymond James Financial Services, 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.