Scott Aaron Fishel

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → 06/2022
  Ecc
  Osaka
• 06/2022 → 05/2023
  Executive Wealth Management, Llc
  Brighton, MI
• 05/2023 → 01/2025
  Executive Wealth Management, Llc
  Brighton, MI
• 01/2025 → 01/2026
  Ep Wealth Advisors
  Brighton, MI
• 01/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2022-08-15 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-24
• S63 Uniform Securities Agent State Law Examination
  2021-04-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant