Cory Shrader
Black Creek Wealth Management · Fleming Island, Florida
Cory Shrader is a fee-only financial advisor at Black Creek Wealth Management in Fleming Island, Florida, who holds the CFP and CFA credentials. Black Creek Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Black Creek Wealth Management |
|---|---|
| Based in | Fleming Island, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $33.9M across 114 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5618406 |
| Exams passed | Series 63 (2009) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.blackcreekwm.com |
| Profile |
How Cory's firm compares
- Black Creek Wealth Management's average account is about $297,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Cory
Is Cory Shrader a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Black Creek Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Black Creek Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Cory Shrader based?
Cory Shrader is based in Fleming Island, Florida.
What credentials does Cory Shrader hold?
Cory Shrader holds the CFP and CFA credentials.
Is Cory Shrader registered with the SEC?
Yes. Cory Shrader is registered as an investment adviser representative in FL and TX (CRD 5618406), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Black Creek Wealth Management manage?
Black Creek Wealth Management reports $33.9M across 114 accounts in assets under management.
How do I contact Cory Shrader?
Through Cory's website, www.blackcreekwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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