Todd Talbot
Todd Talbot is a CFP, ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Birmingham, AL, with 25 years of industry experience. Todd 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
4000 Eagle Point Corporate Dr., Birmingham, AL, 35242
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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
Todd operates Red Mountain Financial, his insurance and investment business, on a full-time basis. He also works as a broker writing fixed insurance, markets disability insurance products, markets long-term care insurance via the internet, and markets long-term care insurance in California, dedicating about half his time, about a quarter of his time, a few hours per week, and minimal time, respectively, to these activities.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Concourse Financial Group Advisors
First Advisors Capital, INC.
Investment Advisors
Concourse Financial Group Securities, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Farm Vp Management CORP.Broker
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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