Richard Eddy
Richard Eddy is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 17 years of industry experience. Richard 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
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved in several outside business activities. He sells fixed insurance products, works as a business consultant for Cobblestone Applied Research & Evaluation Inc., serves as Vice President of Sierra La Verne HOA, is a real estate agent with Reebroker Group, and is a managing member of Factor Four, LLC. These activities take minimal time, except for fixed insurance sales, which take about 10-20% of his time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cona Investment Advisors, LLC
Transamerica Financial Advisors, INC.
State Registrations1 state
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