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Marcus Hudson

Creativeone Wealth, LLC
16 Years of Experience
Traverse City, MI
1 DisclosureSells Insurance
View SEC Summary
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Marcus Hudson is a registered investment advisor at Creativeone Wealth, LLC, based in Traverse City, MI, 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 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

3180 Racquet Club Dr, Ste A, Traverse City, MI, 49684

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History

Regulatory History (1)
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Regulatory
November 2016
Final
View Full SEC ReportHow to Read Disclosures
Other 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
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
USA Financial Securities Corporation
November 2016 - December 2022 · 6 yrs 1 mo
USA Financial Securities CorporationBroker
May 2016 - December 2022 · 6 yrs 7 mos
Farmers Financial Solutions, LLCBroker
October 2009 - January 2016 · 6 yrs 3 mos
Securian Financial Services, INC.Broker
June 2008 - October 2008 · 4 mos
State Registrations1 state
MI
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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