Courdney Williams
Courdney Williams is a registered investment advisor at Creativeone Wealth, LLC, based in Katy, TX, with 11 years of industry experience. Courdney 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
Katy, TX
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Regulatory History (2)
Customer Dispute
March 2019Financial
June 2018Other Business ActivitiesSells Insurance
Courdney is the President/Wealth Advisor at Noetic Wealth Strategies, LLC, focusing on insurance and annuity sales, dedicating about a third of their time. Courdney is also a Wealth Advisor at Kirk, Summa & Co CPAs and Gold Standard CPA, with the latter also involving life and annuity sales, dedicating about 10-20% of their time to each.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Caitlin John
Park Avenue Securities LLCBroker
Allstate Financial Services, LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
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.