FAQ

Frequently asked questions

Do you only work with content creators?

Yes. We are a firm founded by creators for creators.

Where does it come from?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, 

Do you work with creators who live outside of the United States?

At this time, we are only able to provide financial planning for creators who reside in the United States at least 6 months out of the year

Where does it come from?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, 

Where does it come from?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, 

Where does it come from?

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, 

Frequently asked questions

Yes. We are a firm founded by creators for creators.

At this time, we are only able to provide financial planning for creators who reside in the United States at least 6 months out of the year.

We have 3 main requirements..

  1. You’re a Full-time creator
  2. You make at least $100,000*
  3. You’re open to financial advice

*Our mission is to eventually be able to help creators at all levels. If you don’t meet the minimum requirements, you can join the waitlist on the home page.

For those who qualify and decide to hire us after receiving the free financial plan, we charge $100 – $500 per month, depending on your annual revenue, for ongoing financial planning services & investment management.

While our hopes are to develop a lifetime relationship as your financial advisor, there is no contract and you can terminate the relationship at any time.

Head over to our clients page to see some of the creators who have hired us.

Check out our What We Do page to watch a short demo and see a description of all of the financial planning topics we cover with creators.

  1. We are a registered advisory firm
  2. Our CEO/Lead Advisor, Nick Matlock, is a CERTIFIED FINANCIAL PLANNER™
  3. Four of our co-founders are successful creators themselves

YES! All information provided is stored in a secure client portal only accessed by your advisor. Additionally, any investments managed by Cratero Capital are held at our custodian – Charles Schwab.

There is no catch. If you qualify, we’ll take you through a free financial plan and provide you with specific recommendations. You then have the choice to hire us or not. It’s as simple as that! Also, If you decide not to hire us, we won’t pester you!

Work with advisors you actually enjoy.

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