Jeffrey Schultz
Jeffrey Schultz is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Scappoose, OR, with 26 years of industry experience. Jeffrey 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
52461 Columbia River Hwy, Scappoose, OR, 97056
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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
Jeffrey operates Schultz Financial Services as a DBA for securities business and fixed insurance, dedicating about half his time. He also works with Manhattan Insurance Group / Western United Life marketing fixed annuity insurance, spending a few hours per week, and owns CCPOD, LLC, leasing space to food cart entrepreneurs, which takes minimal time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations1 state
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.