Kelly Dunnahoo is a registered investment advisor at Creativeone Wealth, LLC, based in La Verne, CA, with 18 years of industry experience. Kelly 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
2120 Foothill Blvd, Suite 203, La Verne, CA, 91750
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly is the President of Fruit Growers Laboratory, managing operations of an environmental testing lab, dedicating about a quarter of their time. Kelly is also the Manager of Consumables Analytical Laboratory LLC, responsible for workflow and staffing, spending about 10-20% of their time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cona Investment Advisors, LLC
Capital Financial Services, INC.
Transamerica Financial Advisors, INC.
State Registrations1 state
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