Misty Stoddart
Misty Stoddart is a registered investment advisor at Creativeone Wealth, LLC, based in Coeur d'Alene, ID, with 2 years of industry experience. Misty 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
Coeur d'Alene, ID
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Regulatory History (1)
Regulatory
November 2021Other Business Activities
Misty is the 100% managing member of Coeur Principle, LLC, where fees and commissions from Clarity Capital and mortgage referrals are deposited, dedicating minimal time. She also occasionally provides mortgage referrals to United American Mortgage, dedicating a few hours per week.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Clarity Capital Partners
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.