Creative Financial Solutions, LLC

Overview

Creative Financial Solutions, LLC is a limited liability company that provides fee-based financial planning. The firm is owned by an individual and operates under a fixed-fee and hourly billing model rather than percentage-of-assets. Its advisory activity is centered on financial planning rather than acting as a capital allocator or running pooled investment vehicles. The firm does not market itself as an ESG investor. State registration is listed for Kentucky, Ohio, and West Virginia, and the firm maintains a small multi-office footprint (see Location & Offices). No SEC registration is referenced in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices