KH
ChFC
KH
ChFC

Kevin Hutton

3 Years of Experience
Peoria, AZ
1 DisclosureSells Insurance

Kevin Hutton is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Peoria, AZ, with 3 years of industry experience. Kevin 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 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

16165 N. 83rd Ave, Suite 200, Peoria, AZ, 85382

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History

Regulatory History (1)
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Criminal
November 2000
Final Disposition
Other Business ActivitiesSells Insurance

Kevin is the owner and vice president of Joshua Income Management (AKA Joshua Income Management Insurance Services, Inc.) in California and Arizona, starting in August 2022. He performs managerial duties, offers insurance products, and wants to start incorporating advisory services, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Creativeone Wealth, LLC
August 2023 - Present · 3 yrs 2 mos
State Registrations4 states
AZCACOTX
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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