Creel Wealth Planning at Farther Finance

Home > Financial Advisor Directory > tennessee > franklin

About Creel Wealth Planning at Farther Finance

At Creel Wealth Planning, we understand that your lifestyle is more than numbers; its the product of your hard work, values, and vision. We help families preserve what they've built, sustain the life they enjoy, and protect that lifestyle across generations.

Our RIA, Farther Finance, is a premier, non-commission-based wealth management firm built to deliver institutional-grade financial guidance through an innovative digital infrastructure. Operating under a strict fiduciary standard, the firm legally aligns its incentives directly with the success of its clients. Farther blends the deep strategic insights of elite wealth advisors with proprietary, cutting-edge technology backed by prominent global tech investors like Alphabet's CapitalG. This infrastructure automates administrative complexities, ensuring maximum data integrity via advanced encryption and secure vault architectures while freeing advisors to focus heavily on bespoke client relationships. By unifying investments, proactive tax optimization, and comprehensive estate structures within a centralized dashboard, Farther delivers an effortlessly controlled, holistic financial ecosystem for individuals, families, and businesses nationwide.

See Disclosures

General Information

CRD#

7126050

Firm CRD#

302050

Name of Custodial Firm

Fidelity Investments and Charles Schwab

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Families and Retirees

Advisory Services Provided

Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Education

Bachelor's - Finance

University of Kentucky
08/15/2014 -5/10/2018

MBA - Finance

University of Kentucky
7/1/2018 -5/15/2019

Disclosures

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893870/paladinregistry-Creel-Wealth-Planning-at-Farther-Finance-detailed-disclosure.html

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For: