Shawn Wrisley
Shawn Wrisley is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 9 years of industry experience. Shawn 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
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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
Shawn is a sales representative for Dale Frank Financial Group, an insurance company, dedicating about 10-20% of his time to insurance sales since 2016. He also acts as a referral source for Jorns and Associates, a CPA firm, spending a few hours per week on this activity.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
State Registrations1 state
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