Erin Wilmer
Erin Wilmer is a registered investment advisor at Creativeone Wealth, LLC, based in Pensacola, FL, with 13 years of industry experience. Erin 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
Pensacola, FL
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Regulatory History (2)
Employment Separation After Allegations
June 2022Customer Dispute
June 2022Other Business Activities
Erin is involved in several business activities, including working as an advisor at CreativeOne Wealth, owning Erin Edifies LLC, and owning Wilmer Financial Group Inc. She also dedicates time to various non-profit and community organizations.
Employment History
Current Registrations
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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.