Emily Gardner is a registered investment advisor at Creativeone Wealth, LLC, based in Santa Barbara, CA, with 1 years of industry experience. Emily 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
1225 Coast Village Road Suite C, Santa Barbara, CA, 93108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily works as a server for the Santa Barbara Board Foundation, a private business, since 2017. This takes about 10-20% of her time and does not occur during trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
LPL Financial LLCBroker
Sorrento Pacific Financial, LLCBroker
State Registrations1 state
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