Justin Saffel
Creativevest · Charlotte, North Carolina
Justin Saffel is a fee-only financial advisor at Creativevest in Charlotte, North Carolina. Creativevest reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Creativevest |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.3M across 46 accounts |
| SEC registration | Investment adviser representative in CA, LA, NC, TX · CRD 7645780 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.creativevestinc.com |
| Profile |
How Justin's firm compares
- Creativevest's average account is about $268,000, from its Form ADV (assets managed divided by 46 accounts).
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Questions about Justin
Is Justin Saffel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Creativevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Creativevest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justin Saffel based?
Justin Saffel is based in Charlotte, North Carolina.
Is Justin Saffel registered with the SEC?
Yes. Justin Saffel is registered as an investment adviser representative in CA, LA, NC and TX (CRD 7645780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Creativevest manage?
Creativevest reports $12.3M across 46 accounts in assets under management.
How do I contact Justin Saffel?
Through Justin's website, www.creativevestinc.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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