William Lane
William Lane is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 20 years of industry experience. William 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
10975 Grandview Drive, Building 27, Suite 190, Overland Park, KS, 66210
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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
William is a Vice President and Senior Wealth Advisor at CreativeOne Wealth, LLC, a Registered Investment Advisor (RIA), dedicating full-time hours. He also serves as VP Senior Wealth Advisor at CreativeOne Advisors, focusing on insurance sales and comprehensive financial planning, spending a few hours per week.
Employment History
Current Registrations
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Creativeone Securities, LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations1 state
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