Creative Financial Advisor Group Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Novatec, Inc. 401(k) Plan Novatec, Inc. | 2024 | |
| Essintial Enterprise Solutions 401 K Plan Essintial Enterprise Solutions, Llc | 2024 | |
| Kreider Farms 401(k) Plan Noah W Kreider & Sons | 2024 | |
| Wilson Brown Motors Inc Retirement Plan Wilson Brown Motors Inc | 2024 | |
| Professional Building Systems, Inc. 401(k) Plan Professional Building Systems, Inc. | 2024 | |
| Appalachian Wood Products, Inc. 401 K Profit Sharing Plan Appalachian Wood Products, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elizabeth Schell | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Novatec, Inc. 401(k) Plan | Novatec, Inc. | 108 | $12.5M | 01/01/2024 |
| Essintial Enterprise Solutions 401 K Plan | Essintial Enterprise Solutions, Llc | 248 | $7.0M | 01/01/2024 |
| Kreider Farms 401(k) Plan | Noah W Kreider & Sons | 369 | $10.4M | 01/01/2024 |
| Wilson Brown Motors Inc Retirement Plan | Wilson Brown Motors Inc | 151 | $2.9M | 01/01/2024 |
| Professional Building Systems, Inc. 401(k) Plan | Professional Building Systems, Inc. | 938 | $15.2M | 01/01/2024 |
| Appalachian Wood Products, Inc. 401 K Profit Sharing Plan | Appalachian Wood Products, Inc. | 106 | $3.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗