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Aaron Brown

Creativeone Wealth, LLC
21 Years of Experience
Santa Barbara, CA
Sells Insurance
View SEC Summary
View SEC Summary

Aaron Brown is a registered investment advisor at Creativeone Wealth, LLC, based in Santa Barbara, CA, with 21 years of industry experience. Aaron 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

360 S Hope Ave, C-210, Santa Barbara, CA, 93105

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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

Aaron is an insurance agent selling annuities through PartnerVest Advisory Services since 2020. This activity takes nearly all of Aaron's time.

Employment History
Current Registrations
Creativeone Wealth, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Mit Associates, LLCBroker
September 2020 - February 2022 · 1 yr 5 mos
Partnervest Advisory Services LLC
October 2018 - November 2020 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2016 - October 2018 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2016 - October 2018 · 2 yrs 1 mo
Edward Jones
October 2007 - October 2016 · 9 yrs
Edward JonesBroker
October 2007 - October 2016 · 9 yrs
PFS Investments INC.Broker
January 2005 - July 2007 · 2 yrs 6 mos
State Registrations1 state
CA
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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