Marcus Hudson
Marcus Hudson is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 16 years of industry experience. Marcus 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)
Regulatory
November 2016Other Business ActivitiesSells Insurance
Marcus is the owner and executive partner of Hudson Agency, LLC, dba Hudson Wealth Management, where he sells various insurance products and Medicare supplements, dedicating about half of his time. He is also involved with Midwest Benefits Alliance and Hudson Financial Group, LLC, both related to insurance sales, and owns Marc Hudson Property Management, LLC, spending minimal time on it.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Farmers Financial Solutions, LLCBroker
Securian Financial Services, INC.Broker
State Registrations1 state
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.