Creative Financial Planning Advisors (CFPA) offers personalized investment and financial advice to individuals and families. CFPA evaluates each client's goals, risk tolerance, and objectives to construct and manage a customized portfolio. CFPA primarily manages portfolios on a discretionary basis, meaning they can buy and sell securities without asking for permission first. CFPA also offers general financial advisory services, including retirement and tax planning.
Assets Under Management$29M
Clients77
Advisors2
Avg. per Client$380K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30K | 2.00% |
| $30K - $75K | 1.75% |
| $75K - $150K | 1.50% |
| $150K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
All fees are subject to negotiation with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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