Eric Womeldorf
Eric Womeldorf is a registered investment advisor at Creativeone Wealth, LLC, based in Wellston, OH, with 3 years of industry experience. Eric 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
623 Mulga Road, Wellston, OH, 45692
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Regulatory History (1)
Judgment / Lien
February 2008Other Business ActivitiesSells Insurance
Eric is an agent/manager at Garner Financial Solutions, providing sales and service for life and annuity insurance products, dedicating about a quarter of his time. He also owns Loves Legacy Financial and Risk Management, LLC, where he provides investment advice to clients, spending nearly full-time hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
State Registrations1 state
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.