Nathaniel Wheeler
Nathaniel Wheeler is a registered investment advisor at Creativeone Wealth, LLC, based in Flowood, MS, with 1 years of industry experience. Nathaniel 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
2506 Lakeland Drive, Suite 505, Flowood, MS, 39232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Nathaniel is the CEO/Owner of Wheelers Services LLC, which includes both non-investment related arborist contracting and investment-related activities such as life insurance, annuities, and financial advice. Nathaniel also works as an insurance agent for American Seniors Benefit, contracted to CreativeOne Wealth LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Creativeone Wealth, LLC
State Registrations1 state
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