The team of Certified Financial Planner™ professionals at San Diego-based Creative Capital Management Investments LLC (CCMI) has the experience and knowledge to help you build a secure financial future that reflects your individual lifetime goals. And because CCMI’s financial planners operate exclusively on a fee-only basis, you can rest assured that the firm always places your best interests first.

Professional fee-only financial advice with a personalized touch

Fee Only financial planners San DiegoThe experienced fee-only financial planners at CCMI are committed to addressing your unique financial goals. CCMI’s fee-only service offerings include a wide range of topics from determining practical household budgets, purchasing a home, planning for new families, to helping to design your estate plan, how to fund college educations and plan for your retirement years when you no longer need to work. CCMI also provides fee-only investment management services that addresses risk tolerance determination, asset allocation, and ongoing position monitoring as well as consolidation of accounts, trading and rebalancing, and regular reporting of your investment results.

Perhaps most importantly, CCMI’s fee-only team sees beyond your balance sheet and your portfolios as the firm has a long history of treating clients like family for more than 40 years.

What’s different about fee-only financial planners?

San Diego’s Creative Capital Management Investments LLC is strictly a fee-only or “no commission” advisory firm. As defined by the National Association of Personal Financial Advisors (NAPFA), a fee-only advisor is characterized by the following:

1. Fee-only advisement transactions are restricted to those in which the advisor is compensated solely by the client. Neither the advisory firm nor its affiliates may receive commissions, rebates, awards, finder’s fees, bonuses or other forms of compensation from others as a result of a client’s implementation of the individual’s planning recommendations.
2. In fee-only advisement transactions, no involved party receives compensation that depends upon the purchase or sale of any financial product.

Financial advice where your financial interest comes first

Because fee-only services eliminate inherent conflicts of interest, you always come first at CCMI. As fiduciaries, we put your interests before ours. CCMI’s fee-only policy means that you receive unbiased financial advice that is not swayed by commissions or extra compensation from third parties. As a firm, CCMI is accountable only to you, and it only succeeds when you succeed.

Whether you live in the greater San Diego area or beyond, CCMI’s fee-only CFP® practitioners are available to help you reach your financial goals with financial planning and portfolio management services that are customized to you. You are invited to email us or call (619) 298-3993 to schedule an initial complimentary appointment.

CCMI-helping you make better financial decisions on a fee-only basis.

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8880 Rio San Diego Drive Suite 1150, San Diego, CA 92108 (Map)
Phone: (619) 298-3993   Toll Free: (800) 615-6666   Fax: (619) 298-1976