KH
ChFC
KH
ChFC

Kevin Hutton

2 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 2 years of industry experience. Kevin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

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.

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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 · 2 yrs 9 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.
Kevin Hutton - Financial Advisor | TrueAdvisor