Elizabeth Schell
Elizabeth Schell is a registered investment advisor at Creative Financial Advisor Group LLC, based in San Clemente, CA, with 3 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CFAG's wealth management fees are based on the value of your investments and range from 0.50% to 1.50% per year, billed quarterly. The specific fee depends on the complexity of the services and the overall relationship with CFAG. Fees may be negotiable.
Location
San Clemente, CA
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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
Elizabeth is a licensed insurance professional, spending about 10-20% of her time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Creative Financial Advisor Group LLC
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.