Trey Holman
Trey Holman is a registered investment advisor at Creativeone Wealth, LLC, based in Chandler, AZ, with 11 years of industry experience. Trey 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
1839 E Queen Creek Rd, #1, Chandler, AZ, 85286
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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
Trey is the founder and a financial advisor at Holman Wealth Management, where he is involved in insurance sales and services. This activity takes nearly all of Trey's time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Calton & Associates, INC.
Calton & Associates, INC.Broker
Innovation Partners LLCBroker
MML Investors Services, LLCBroker
MML Strategic Distributors, LLCBroker
State Registrations2 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.