Paul Groeschel-Johnson
Paul Groeschel-Johnson is a registered investment advisor at Creativeone Wealth, LLC, based in Ponte Vedra Beach, FL, with 3 years of industry experience. Paul 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
40 Tavernier Drive, Ponte Vedra Beach, FL, 32081
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Regulatory History (1)
Employment Separation After Allegations
January 2024Other Business Activities
Paul works as a paraplanner for Stratton & Company, a financial services firm. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
The Leaders Group, INC.Broker
Tlg Advisors, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
Thrivent Investment Management INC.Broker
Nylife Securities LLCBroker
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.