Joseph Donti
Joseph Donti is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 10 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
Get directionsHistory
Regulatory History (3)
Regulatory
November 2020Regulatory
January 2020Customer Dispute
January 2019Other Business ActivitiesSells Insurance
Joseph is the owner and licensed insurance agent of Priority Financial and Insurance Solutions, Inc. DBA Solutions First Financial Group, offering life insurance and annuity products, taking about half of his time. He is also an investment adviser representative with AE Wealth Management, LLC, dedicating about half his time to investment planning and trading.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Safeguard Investment Advisory Group, LLC
Solutions First Financial Group
Ae Wealth Management, LLC
Priority Wealth Advisors, INC.
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.