Kevin Dauphinee
Kevin Dauphinee is a registered investment advisor at Creativeone Wealth, LLC, based in Las Vegas, NV, with 14 years of industry experience. Kevin 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
411 E. Bonneville Ave, Suite 430, Las Vegas, NV, 89101
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Regulatory History (2)
Customer Dispute
July 2024Criminal
July 1975Other Business ActivitiesSells Insurance
Kevin is appointed with outside carriers for brokering non-registered insurance products, dedicating a few hours per week to this activity. He is also the President of Gold Standard Wealth Management, LLC, spending about a quarter of his time on this role.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Portsmouth Financial ServicesBroker
Portsmouth - Smartlife Financial Group, LLC
Alphastar Capital Management, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
H&h Retirement Design and Management INC
Cathay Consultants LTD.
Cathay Consultants LTD.
Argentus Advisors, LLC
Summitalliance Securities, L.L.C.Broker
New England SecuritiesBroker
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.