Emma Shaw
CoCreate Financial · Bozeman, Montana
Emma Shaw is a fee-only financial advisor at CoCreate Financial in Bozeman, Montana. Emma focuses on retirement planning, tax planning and estate & legacy planning. CoCreate Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Divorced individuals
Facts
| Firm | CoCreate Financial |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $37.7M across 316 accounts |
| SEC registration | Investment adviser representative in MT, TX · CRD 8130184 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cocreatefinancial.com |
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Questions about Emma
Is Emma Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emma holds no broker registration, and CoCreate Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emma charge for financial advice?
Emma's firm, CoCreate Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emma Shaw based?
Emma Shaw is based in Bozeman, Montana.
What does Emma specialize in?
Emma's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Emma works with founders, pre-retirees and divorced individuals.
Is Emma Shaw registered with the SEC?
Yes. Emma Shaw is registered as an investment adviser representative in MT and TX (CRD 8130184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CoCreate Financial manage?
CoCreate Financial reports $37.7M across 316 accounts in assets under management.
How do I contact Emma Shaw?
Through Emma's website, cocreatefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CoCreate Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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