Kristie Cahill is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in San Francisco, CA, with 20 years of industry experience. Kristie 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
1 Sansome Street, Suite 1400, San Francisco, CA, 94104
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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.
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Kristie is the owner of Haven Wealth Management since 2019. This takes nearly full-time, all during trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Opes Wealth Management, LLC
Opes Advisors, INC.
Stancorp Investment Advisers, INC.
Morgan Stanley Smith Barney LLC
Ameriprise Financial Services, INC.
Morgan Stanley
State Registrations1 state
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