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CFP

Ronald Williamson

Creativeone Wealth, LLC
23 Years of Experience
Binghamton, NY
Sells Insurance
View SEC Summary
View SEC Summary

Ronald Williamson is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Binghamton, NY, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
224 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

37 Front St, Binghamton, NY, 13905

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Ronald is a partner in Covenant Wealth Advisors, LLC, where about 10-20% of the business involves life insurance and annuity sales and service. He also partners in Covenant Realty Holdings, LLC, which owns the real estate used by Covenant Wealth Advisors, LLC, and maintains several personal blogs and a YouTube channel.

Employment History
Current Registrations
Creativeone Wealth, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Partnervest Advisory Services LLC
March 2009 - November 2020 · 11 yrs 8 mos
Stone House Investment Management, LLC
July 2007 - April 2009 · 1 yr 9 mos
AXA Advisors, LLC
May 2002 - June 2007 · 5 yrs 1 mo
State Registrations2 states
NYPA
Advisor

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.

Exams
No exam information available for this advisor.
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