Derek Dobin is a registered investment advisor at Creative Capital Wealth Management Group, based in Chester Springs, PA, with 15 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Capital may manage your investments if you choose. The fee for managing your investments is a percentage of the assets managed. The specific percentage is not listed in this brochure. This fee may be negotiable. This fee is discussed and agreed upon in writing before you engage Creative Capital for asset management services. You may also be charged fees by a third-party money manager.
Location
1208 Kimberton Road, Chester Springs, PA, 19425
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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.
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Derek is a Managing Director at Creative Capital Wealth Management Group, focusing on wealth management and financial planning. He dedicates full-time hours to this role, including a few hours per week during trading hours.
Employment History
Current Registrations
Creative Capital Wealth Management Group
Previous Registrations
Arkadios CapitalBroker
Creative Capital Wealth Management Group
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Prudential Financial Planning Services
Pruco Securities, LLC.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.