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CFA

Alexander Creede

Independent Financial Group, LLC
11 Years of Experience
Houston, TX
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Alexander Creede is a CFA-designated registered investment advisor at Independent Financial Group, LLC, based in Houston, TX, with 11 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5701 Woodway Drive #330, Houston, TX, 77057

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2025
Settled
Customer Dispute
March 2022
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Alexander uses several DBAs for marketing purposes, including James E Bashaw & Co., Butcher Financial, LLC, and The Doctor's Advisor. He also volunteers for Segway Tours of Houston and provides consulting services to businesses on drug plans for employees through Signup RX Solutions LLC.

Employment History
Current Registrations
Independent Financial Group, LLC
March 2022 - Present · 4 yrs 7 mos
Independent Financial Group, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
International Assets Investment Management, LLC
January 2016 - April 2022 · 6 yrs 3 mos
International Assets Investment Management, LLC
February 2015 - December 2015 · 10 mos
International Assets Advisory, LLCBroker
December 2014 - April 2022 · 7 yrs 4 mos
State Registrations18 states
CACOFLGAILLAMDMOMSMTNMOHPASCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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