Brent Ford
Brent Ford is a registered investment advisor at Creativeone Wealth, LLC, based in Chippewa Falls, WI, with 11 years of industry experience. Brent 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
816 N High St., Chippewa Falls, WI, 54729
Get directionsHistory
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
Brent is a partner at Benefit Resource Partners, where he independently sells insurance, annuities, and life insurance, taking about half of his time. He also owns Benefit Wealth Partners, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Global Financial Private Capital, LLC
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.
Exams
More Advisors
- Dean Estling, ChFCPrincipal Securities, INC.
- Terry Krumenauer, CFPOsaic Wealth, INC.
- Nicholas Docksey, CFPEdward Jones
- Timothy Fries, CFPRaymond James Financial Services Advisors, INC