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Anthony Favela

Creative Planning
19 Years of Experience
The Woodlands, TX
1 Disclosure
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Anthony Favela is a registered investment advisor at Creative Planning, based in The Woodlands, TX, with 19 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1330 Lake Robbins Drive, Suite 440, The Woodlands, TX, 77380

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History

Regulatory History (1)
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
February 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony is part of the Theatre Information Operations Group in the Army National Guard since 2009. This takes about 10% of his time and does not occur during trading hours.

Employment History
Current Registrations
Creative Planning
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
E*trade Capital Management, LLC
April 2011 - January 2013 · 1 yr 9 mos
Chase Investment Services CORP.
December 2009 - March 2011 · 1 yr 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.
March 2007 - June 2009 · 2 yrs 3 mos
Waddell & Reed, INC.
September 2006 - March 2007 · 6 mos
State Registrations1 state
TX
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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