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Brandon Metcalf

Creativeone Wealth, LLC
3 Years of Experience
Englewood, CO
Sells Insurance
View SEC Summary
View SEC Summary

Brandon Metcalf is a registered investment advisor at Creativeone Wealth, LLC, based in Englewood, CO, with 3 years of industry experience. Brandon 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.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
224 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

385 Inverness Pkwy #390, Englewood, CO, 80112

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brandon is involved with Bowman Financial Strategies, selling life insurance and annuities and providing investment advisory services since July 2023. This activity requires a full-time commitment.

Employment History
Current Registrations
Creativeone Wealth, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
January 2023 - June 2023 · 5 mos
Mwa Financial Services INC.Broker
January 2023 - January 2023 · 0 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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