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Brendon Christy

Creativeone Wealth, LLC
9 Years of Experience
Lawrence, KS
Sells Insurance
View SEC Summary
View SEC Summary

Brendon Christy is a registered investment advisor at Creativeone Wealth, LLC, based in Lawrence, KS, with 9 years of industry experience. Brendon 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
—
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Location

1420 Wakarusa Drive, Suite 202, Lawrence, KS, 66049

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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

Brendon is the President of Christy Financial Services, LLC and BK Financial, focusing on insurance solutions and business consulting/advisory, dedicating full-time hours to each. He is also an agent at Financial Life Matters, focusing on insurance and advisory, dedicating full-time hours.

Employment History
Current Registrations
Creativeone Wealth, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Horter Investment Management, LLC
February 2017 - November 2021 · 4 yrs 9 mos
State Registrations2 states
KSTX
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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