Dylan Bowman is a registered investment advisor at Creativeone Wealth, LLC, based in Scottsdale,, AZ, with 2 years of industry experience. Dylan 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
17851 N 85th St, Suite 275, Scottsdale,, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dylan works as a financial advisor for Prospect Wealth Advisors, dedicating nearly full-time hours to this role. He also owns Solwater Store, an e-commerce business, spending a few hours per week on it.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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