Alan Harris
Alan Harris is a registered investment advisor at Creativeone Wealth, LLC, based in Orem, UT, with 12 years of industry experience. Alan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
1432 E 840 North, Orem, UT, 84097
Get directionsHistory
Regulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Alan is involved in several business activities, including life insurance/annuities sales through M&O Marketing and CreativeOne, and tax planning through PH, LLC. He also manages trades and strategies for clients as an IAR, Vice President/Owner of Peterson Harris, Inc., dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Corecap Advisors
Transamerica Financial Advisors, INC.
State Registrations10 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.
Exams
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