Firm
Creative Capital Management Investments LLC
San Diego, California
Fee-only
Creative Capital Management Investments LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 6 advisors are listed here; 5 of 6 hold the CFP.
- Its Form ADV reports 11 employees and 298 individual clients, 194 of them high net worth.
- Its average account is about $651,000 (assets it manages divided by its 1,198 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | myccmi.com |
| [email protected] | |
| Phone | (619) 298-3993 |
Creative Capital Management Investments LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"1.0% of assets valued between $0 and $1 million" source
"1.0% of assets valued between $0 and $1 million" source
"Our planning fees are billed on an hourly basis." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $780 million |
| Individual clients | 104 |
| High-net-worth clients | 194 |
| Accounts managed | 1,198 |
| Employees | 11 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-110056) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 286567 |