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Sara Hornick

Creativeone Wealth, LLC
10 Years of Experience
Traverse City, MI
6 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Sara Hornick is a registered investment advisor at Creativeone Wealth, LLC, based in Traverse City, MI, with 10 years of industry experience. Sara 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. Suite A, Traverse City, MI, 49684

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2018
Judgment / Lien
December 2013
Judgment / Lien
March 2011
Judgment / Lien
July 2010
Judgment / Lien
July 2009
Judgment / Lien
September 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Sara is involved with Hudson Agency, LLC, doing business as Hudson Wealth Management, selling health, life insurance, and annuities since 2015. She also owns Goodheart Financial Inc. since 2019, where she is involved in insurance sales and securities, dedicating about 10-20% of her time to each activity.

Employment History
Current Registrations
Creativeone Wealth, LLC
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
USA Financial Securities Corporation
November 2017 - December 2022 · 5 yrs 1 mo
USA Financial Securities CorporationBroker
January 2017 - December 2022 · 5 yrs 11 mos
The Leaders Group, INC.Broker
May 2012 - September 2012 · 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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