Joshua Storey
Joshua Storey is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 9 years of industry experience. Joshua 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
Get directionsHistory
Regulatory History (4)
Financial
August 2018Employment Separation After Allegations
June 2018Financial
April 2018Financial
March 2018Other Business ActivitiesSells Insurance
Joshua is involved with Candor Wealth Strategies / Storey Holdings LLC, using it for marketing insurance and advisory services. This activity takes nearly full-time hours and occurs during securities trading hours, involving business operations, marketing of annuities, insurance, and securities.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Trifound Advisory LLC
Ae Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
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.