Clayton Turner
Clayton Turner is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 20 years of industry experience. Clayton 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 (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Clayton is an advisor/IA for CreativeOne Securities, LLC and a 50% owner of Direct Wealth Advisors, which offers fixed and index insurance. He spends about half his time on CreativeOne and about a quarter of his time on Direct Wealth Advisors. Clayton is also a board member for Wilshire Ridge HOA and a member of Prospectors Club, dedicating minimal time to each.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Wealth, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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.