Firm
Creative Capitalists
Glendale, California
Fee-only
Creative Capitalists at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 57 individual clients, 7 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 102 accounts).
- Its hourly rate of $250 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Glendale, California |
|---|---|
| Website | creativecapitalists.com |
| Phone | (626) 673-3566 |
Creative Capitalists fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Hourly · Flat fee · Percentage of assets |
In the firm's words
"Our hourly fee is $250" source
"$0 - $3,000,000 1.00%" source
"We charge clients on an hourly or fixed fee basis for our financial planning services." source
"We charge clients on an hourly or fixed fee basis for our financial planning services." 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 | $23 million |
| Individual clients | 50 |
| High-net-worth clients | 7 |
| Accounts managed | 102 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 298898 |