We created the Retainer Based Academy to help other financial planners, advisors, and wealth strategists change the game.
We believe that the old models for financial planning will become increasingly irrelevant in the coming years.
There HAS to be a better way to make money, build a business, and create value for clients; right?
We think so, and we believe it is the retainer based model.
We built the RBA courses for financial advisors who are dedicated to building a viable practice.
It's best suited for driven individuals who are successful, but at the same time, know that they could be doing better, could do more! That's hard to do.
We get it.
It's hard to balance growing a practice with managing AUM, managing employees, putting out fires, random phone calls and (seemingly) millions of emails.
We provide you with the tools and resources you need to build the practice of your dreams. A practice that brings you happy clients, engaged employees, AND vacation time.
Please reach out to us if you need anything. We want to change the world, one practice at a time.
Fred Hubler (Mr. Retainer) is an accomplished financial advisor with more than 25 years of success in financial services and technology.
He founded Creative Capital Wealth Management Group and grew the firm to 11 states. The practice focuses on retainer-based wealth management. As Chief Wealth Strategist, Fred works with individuals and families to serve their financial needs and achieve their goals.
Fred is an inspiring speaker with a deep knowledge of market leadership, business development, goal execution and wealth management.
He is an innovative leader with a keen eye for unique solutions and vast knowledge in alternative wealth creation strategies.
He built a framework to allow third-party experts to collaborate with and assist his clients, a practice now spreading throughout the industry. He is also a certified Behavioral Financial AdvisorTM (BFATM).