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Brittany Slater-Gautreau

Creativeone Wealth, LLC
11 Years of Experience
Coeur D'Alene, ID
2 Disclosures
View SEC Summary
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Brittany Slater-Gautreau is a registered investment advisor at Creativeone Wealth, LLC, based in Coeur D'Alene, 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 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
223 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

311 E. Coeur D'Alene Ave, Suite 8, Coeur D'Alene, ID, 83814

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2025
Pending
Customer Dispute
October 2022
Settled
View Full SEC ReportHow to Read Disclosures
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 5 mos
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

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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Brittany Slater-Gautreau - Financial Advisor | TrueAdvisor