Joseph Fishman
Joseph Fishman is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 11 years of industry experience. Joseph 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
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an owner and agent at Freedom Financial Associates, focusing on insurance sales since 2019, dedicating minimal time. He is also an employee at Benefit Wealth Partners doing investment advisory work since 2020, taking about half of his time, and an agent at Benefit Resource Partners doing insurance and annuity sales since 2015, dedicating about 10-20% of his time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Global Financial Private Capital, LLC
Horter Investment Management, LLC
Gradient Advisors, LLC
Freedom Wealth Associates, LLC
State Registrations1 state
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