Randall Bishop is a registered investment advisor at Creativeone Wealth, LLC, based in Pasadena, CA, with 20 years of industry experience. Randall 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
Pasadena, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall is an attorney specializing in trust administration, wills and trust law, tax law, and estate planning law, dedicating about 10-20% of his time to this. He also works as an investment advisor for ChangePath, LLC, spending the majority of his time on this role.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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