Creative Capital Wealth Management Group
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About
Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management and provides ongoing supervision of custodial accounts. The firm also offers a 12‑month tax mitigation program, may recommend third‑party money managers, and includes alternative investments and privately placed securities among its investable options.
The firm generally manages client accounts on a non‑discretionary basis and requires client affirmation before implementing trades, while offering a Household Endowment Model that leverages SEI and carries discretionary authority only for accounts enrolled in that program. Creative Capital describes using both fundamental and technical analysis and adheres to a long‑term investment orientation, with periodic reviews at least quarterly.
Noteworthy aspects disclosed in the brochure include that several associated persons are registered representatives of a broker‑dealer and are licensed insurance agents, meaning clients may be presented commission‑based products alongside advisory services and the firm discloses the related conflicts of interest. The brochure also notes the principal’s separate educational lead‑generation website focused on Delaware Statutory Trusts and 1031 exchanges, and reports $35 million in non‑discretionary assets under management, with discretionary authority largely confined to the SEI model program.
Client services
Expertise
Occupation focus
Fee options
Annual retainer fee of $24,000 ($6,000 per quarter); Tax Mitigation Program fee of $6,000 annually.
$500,000+: 1.0% annually
Annual retainer financial planning fees billed quarterly ($6,000 per quarter).
Account minimum: $1,000,000
Main office
1208 Kimberton Road
Chester Springs PA 19425
Advisors at this office
5
Most active in
New Jersey · Pennsylvania
Also doing business as
Create Capital Wealth Management · Creative Capital Wealth Management Group · Creative Capital Wealth Management Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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