Ronald Williamson
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 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
37 Front Street, Binghamton, NY, 13905
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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
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
Previous Registrations
Partnervest Advisory Services LLC
Stone House Investment Management, LLC
AXA Advisors, LLC
State Registrations2 states
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