Creativevest Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$5,000

“We charge a flat fee of $2,500 per individual and $5,000 per couple for Financial Planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Creativevest Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Creativevest Inc’s fees compare

• Its flat or project fee of $2,500-$5,000 spans the North Carolina median of $4,800. 44% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 11 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Creativevest Inc

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

16

Employees

1

Works with

Individuals, high net worth individuals, and investment companies

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$12,335,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323784

Website

skool.com/financial-engineering-school (opens in new tab)

Phone

(704) 251-9346

Can advise clients in 3 states: California, Louisiana, North Carolina

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000

Compare all 93 planners in Charlotte