A complete list of active advisors currently associated with CreativeVest Inc

Warmer can help you find a great advisor at CreativeVest Inc or one who fits your needs even better.

CreativeVest provides discretionary asset management and financial planning to individuals, high-net-worth individuals, and trusts or estates, and also offers consultative planning on an hourly basis for clients who prefer modular advice. The brochure describes ongoing portfolio management services delivered under an Investment Advisory Agreement and a separate written financial plan or ad hoc hourly engagements. The firm’s investment process is customized to client objectives and time horizons and relies on fundamental and technical analysis, with strategies that may include mutual funds, ETFs, options, leveraged/inverse ETFs and, at client request, digital assets; the brochure includes detailed risk disclosures for each of these instrument types. CreativeVest executes trades through Interactive Brokers, requires client consent for fee debits and discretionary trading authority, and conducts annual account reviews with additional reviews triggered by material events. What is noteworthy for a solo independent adviser is the firm’s attention to investment company considerations — the ADV includes a dedicated discussion of risks associated with open‑end mutual funds and ETFs, reflecting capacity to work with investment-company-related structures that is uncommon among peers. The brochure also discloses that the principal operates an online financial education business (about 10% of his time) and that the firm receives non-monetary operational benefits from its custodian, matters the firm discloses and manages through its code of ethics and written policies.

To learn more about the advisors currently working at CreativeVest Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Justin Saffel	Charlotte, NC	3

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