Creative Financial Concepts,llc

Creative Financial Concepts,llc (CRD# 111844) is a financial advisory firm headquartered in Sedona, AZ. They manage $13,369,271 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $267,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NY

Financial Advisors at Creative Financial Concepts,llc
Showing 1 - 2 of 2 top financial advisors.
1
Peter J. Fagan
CRD#: 203706
Sedona, AZ
96
Wealthminder
score

Peter Fagan (CRD# 203706) is an Investment Advisor Representative working at Creative Financial Concepts,llc in Sedona, AZ and has over 17 years of experience in the finance industry.

2
David B. Mendels
CRD#: 2402542
Sedona, AZ
96
Wealthminder
score

David Mendels (CRD# 2402542) is an Investment Advisor Representative working at Creative Financial Concepts,llc in Sedona, AZ and has over 23 years of experience in the finance industry. David Mendels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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