CRD: 138274
Creative Retirement Planning, Inc.
$1.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2006
- Office Locations
- 1
Office Locations
334 W Washington ST Sequim WA
About Creative Retirement Planning, Inc.
Creative Retirement Planning, Inc. works primarily with retirees and pre-retirees on retirement income planning, with a specialty in reverse mortgage strategies (HECM and private) to unlock home equity for cash flow or a standby line of credit. The firm also manages client portfolios, largely using ETFs, and custodians include Schwab and Vanguard.
Team overview
-- AVG AGE
$1.7M AVG AUM / ADVISOR
$284.2K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
D
DAVID RAY NUTE
Owner, President
- CRD
- #2375384
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,705,421 | -- |
| Total | $1,705,421 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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