Creative Financial Partners

Overview

Creative Financial Partners is an individually owned corporate practice that operates more as a product and planning firm than as a traditional asset manager. The firm markets financial planning and runs educational seminars and workshops while also acting as a registered representative of a broker-dealer and as an insurance broker. Accounting services and other financial product sales are part of its business mix, indicating a hybrid model that combines fee-for-service advice with transactional product distribution. Its client-facing pricing is based on hourly charges and fixed fees rather than percent-of-assets billing, and the firm does not identify itself as a capital allocator. Creative Financial Partners is not an active ESG investor and is not listed as a multi-state registered adviser. Industry affiliations include relationships with other investment advisers, accounting organizations, and an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices