Matthew Showley
Creative Capital Management Investments LLC · San Diego, California
Matthew Showley is a fee-only financial advisor at Creative Capital Management Investments LLC in San Diego, California, who holds the CFP, MBA and BFA credentials. Matthew charges a percentage of assets and hourly fees (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and sustainable & impact investing.
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Specialties
Who they serve
- Founders
- Executives
- Pre-retirees
- Retirees
- Mid-life transitions
- Tech employees
Facts
| Firm | Creative Capital Management Investments LLC |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $780.4M across 1,198 accounts |
| Credentials | CFP · MBA · BFA · CeFT · CPA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6307535 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | myccmi.com |
| Profile |
How Matthew's firm compares
- Creative Capital Management Investments LLC's average account is about $651,000, from its Form ADV (assets managed divided by 1,198 accounts).
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Questions about Matthew
Is Matthew Showley a fee-only financial advisor?
Yes. Matthew Showley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Matthew's firm.
How does Matthew charge for financial advice?
Matthew charges a percentage of assets and hourly fees.
How much does Matthew charge?
According to Creative Capital Management Investments LLC's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is Matthew Showley based?
Matthew Showley is based in San Diego, California.
What does Matthew specialize in?
Matthew's specialties include retirement planning, estate & legacy planning, sustainable & impact investing, small business owners, founders (pre-exit) and equity compensation. Matthew works with founders, executives, pre-retirees, retirees and mid-life transitions.
What credentials does Matthew Showley hold?
Matthew Showley holds the CFP, MBA, BFA, CeFT and CPA credentials.
Is Matthew Showley registered with the SEC?
Yes. Matthew Showley is registered as an investment adviser representative in CA and TX (CRD 6307535), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Creative Capital Management Investments LLC manage?
Creative Capital Management Investments LLC reports $780.4M across 1,198 accounts in assets under management.
How do I contact Matthew Showley?
Through Matthew's website, myccmi.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Creative Capital Management Investments LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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