Filings through Oct 24, 2026.

Creative Financial Group

Matched across 2 name variants in the filings

Market position · 2024

Plans served5-1 YoYRank #2004 of mapped providers

Assets under administration$59M0.0%Share of filed assets - rank #9707

Fees received$193,274Median $44,748/planSum across Schedule C direct + indirect

Net wins YoY+00 won - 0 lostPlan-level switch detection

See full Creative Financial Group analytics with Pro.

Pro shows client lists, growth, peer benchmarks and fee analytics for this provider. Free for 7 days, no card. Then $49 a month. Cancel any time.