# Jeffrey McDermott

> Jeffrey McDermott is a fee-only financial advisor at Create Wealth Financial Planning, LLC in Jacksonville, Florida, who holds the Certified Student Loan Professional, CFP and MBA credentials. Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,000 a year and one-time plans from $1,000) and focuses on student loans, small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/jeffrey-mcdermott/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Create Wealth Financial Planning, LLC
- **Based in:** Jacksonville, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $3,000 a year; one-time plans from $1,000; 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20.0M across 140 accounts
- **Credentials:** Certified Student Loan Professional, CFP, MBA
- **Specialties:** Student loans, Small business owners, Equity compensation
- **Works with:** Early-career professionals
- **CRD:** 4731169 (https://adviserinfo.sec.gov/individual/summary/4731169)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2005), Series 65 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://createwealthfp.com

## Frequently asked questions

### Is Jeffrey McDermott a fee-only financial advisor?

Yes. Jeffrey McDermott is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jeffrey charge?

According to Create Wealth Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $1,000; 1.25% a year on the first tier of assets managed.

### Where is Jeffrey McDermott based?

Jeffrey McDermott is based in Jacksonville, Florida.

### What does Jeffrey specialize in?

Jeffrey's specialties include student loans, small business owners and equity compensation. Jeffrey works with early-career professionals.

### What credentials does Jeffrey McDermott hold?

Jeffrey McDermott holds the Certified Student Loan Professional, CFP and MBA credentials.

### Is Jeffrey McDermott registered with the SEC?

Yes. Jeffrey McDermott is registered as an investment adviser representative in FL and TX (CRD 4731169), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Create Wealth Financial Planning, LLC manage?

Create Wealth Financial Planning, LLC reports $20.0M across 140 accounts in assets under management.

### How do I contact Jeffrey McDermott?

Through Jeffrey's website, createwealthfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46321): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.createwealthfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.