BS
BS

Brittany Slater-Gautreau

11 Years of Experience
Eagle, ID
2 Disclosures

Brittany Slater-Gautreau is a registered investment advisor at Creativeone Wealth, LLC, based in Eagle, ID, with 11 years of industry experience. Brittany 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

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.

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Location

776 E. Riverside Drive, #206, Eagle, ID, 83616

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History

Regulatory History (2)
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Customer Dispute
September 2025
Pending
Customer Dispute
October 2022
Settled
Other Business Activities

Brittany owns Tenacity Inc. DBA Tenacity Wealth Management, managing its 401k plan and brokerage account, dedicating a few hours per week. She is also a Managing Member/Part Owner of ZandT Holdings LLC, a real estate rental management company, and Secretary of the Board for Mountain States Policy Center, each requiring a few hours per week.

Employment History
Current Registrations
Creativeone Wealth, LLC
May 2025 - Present · 1 yr
Previous Registrations
American Trust Investment Services, INC.Broker
November 2020 - May 2025 · 4 yrs 6 mos
Westpark Capital, INC.Broker
November 2017 - October 2020 · 2 yrs 11 mos
Alpha Cubed Investments, LLC
July 2016 - September 2016 · 2 mos
Niagara International Capital LimitedBroker
June 2015 - December 2017 · 2 yrs 6 mos
Clarity Capital Partners
March 2015 - May 2025 · 10 yrs 2 mos
State Registrations2 states
IDWA
Advisor

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Exams
No exam information available for this advisor.