Daniel Cronin is a registered investment advisor at Creativeone Wealth, LLC, based in Kailua, HI, with 7 years of industry experience. Daniel 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
74 Kihapai St, Kailua, HI, 96734
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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
Daniel is the owner of Lifestyle Wealth Management, LLC, spending about a quarter of his time on the business. He also sells insurance, long-term care, and annuity products.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
Financial Advocates Investment Management
LPL Financial LLCBroker
State Registrations2 states
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