

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.
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Firm Start Year
CRD#
7126050
Firm CRD#
302050
Name of Custodial Firm
Fidelity Investments and Charles Schwab
Years of Experience in Financial Services
40
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
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
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
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Bachelor's - Finance
University of Kentucky
08/15/2014 -5/10/2018
MBA - Finance
University of Kentucky
7/1/2018 -5/15/2019
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893870/financialplanners-Creel-Wealth-Planning-at-Farther-Finance-detailed-disclosure.html