Kimberly Benson
Creative Capital Management Investments · San Diego, California
Kimberly Benson is a fee-only financial advisor at Creative Capital Management Investments in San Diego, California, who holds the CFP credential. Creative Capital Management Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Creative Capital Management Investments |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $780.4M across 1,198 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6906180 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.myccmi.com |
How Kimberly's firm compares
- Creative Capital Management Investments's average account is about $651,000, from its Form ADV (assets managed divided by 1,198 accounts).
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Questions about Kimberly
Is Kimberly Benson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Creative Capital Management Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Creative Capital Management Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Benson based?
Kimberly Benson is based in San Diego, California.
What credentials does Kimberly Benson hold?
Kimberly Benson holds the CFP credential.
Is Kimberly Benson registered with the SEC?
Yes. Kimberly Benson is registered as an investment adviser representative in CA and TX (CRD 6906180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Creative Capital Management Investments manage?
Creative Capital Management Investments reports $780.4M across 1,198 accounts in assets under management.
How do I contact Kimberly Benson?
Through Kimberly's website, www.myccmi.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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