CREATIVE FINANCIAL CONCEPTS, INC.

Overview

Creative Financial Concepts, Inc. is organized as a corporation controlled by an individual owner and presents itself as a capital allocator that provides advisory services rather than acting primarily as a discretionary asset manager. The firm emphasizes financial planning, pension consulting and the selection of other advisers, positioning itself to build client solutions by directing capital to third‑party managers and products. Its stated fee approach includes hourly billing and other non‑asset‑based charges, which aligns with a consultative, project‑oriented model rather than a traditional percentage‑of‑assets advisory practice. The firm does not identify as an active ESG investor and is not marked as a multi‑state adviser. Public registration details such as SEC registration year are not disclosed. Given the mix of advisory activities and the explicit role as a capital allocator, the firm appears to focus on advising clients and identifying external managers and products to implement customized portfolios rather than operating as a large custodial RIA with a broad in‑house investment platform.

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Location & Offices