# Creative Financial Concepts, Inc.

> Creative Financial Concepts, Inc. is a state-registered investment advisory firm in Wilmington, DE, registered since 1987, with no regulatory assets under management reported in its Form ADV filing dated July 15, 2026.

- CRD: 144618
- Filed as: CREATIVE FINANCIAL CONCEPTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144618
- AdvisorCensus page: https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618

## Quick answers

**How is Creative Financial Concepts, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Creative Financial Concepts, Inc. reports these compensation arrangements: hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Creative Financial Concepts, Inc. located?**
Creative Financial Concepts, Inc.'s principal office is in Wilmington, DE, according to its Form ADV.

**Is Creative Financial Concepts, Inc. registered with the SEC or a state?**
Creative Financial Concepts, Inc. is a state-registered investment advisory firm, registered since 1987. Status as filed: APPROVED. CRD 144618.

**Does Creative Financial Concepts, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144618

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1987 (39 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, LA, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Creative Financial Concepts, Inc. (CRD 144618): Form ADV filing data as of October 2026.