Phoenixville-Based Investment Advisor Finds Success by Riding the Industry’s ‘Wave of the Future’

Phoenixville-Based Investment Advisor Finds Success by Riding the Industry’s ‘Wave of the Future’

July 1, 2020


Fred Hubler is not only a practitioner and advocate of the retainer-based pricing model – which is an increasingly popular alternative to the Assets Under Management (AUM) model that is commonplace in the advisor industry – but a teacher of it as well, writes Erick Bergquist for WealthManagement.com.

Hubler, the President and Chief Wealth Strategist of Creative Capital Wealth Management Group in Phoenixville, has been featured in American Banker, The Wall Street Journal, and U.S. News & World Report, among other publications, for his success in adopting the retainer-based fee structure. He calls it the “wave of the future” and teaches the model through his online Retainer-Based Academy.

“I take everything I did in my financial advising business and made it so that other advisors could use it,” said Hubler, who boasts more than a quarter-century of advisory experience.