Jeffrey McDermott
Create Wealth Financial Planning, LLC · Jacksonville, Florida
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $20.0M across 140 accounts |
| Credentials | Certified Student Loan Professional · CFP · MBA |
| SEC registration | Investment adviser representative in FL, TX · CRD 4731169 |
| Exams passed | Series 63 (2005) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | createwealthfp.com |
| Profile |
How Jeffrey's firm compares
- Ongoing planning starts at $3,000 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the Florida median of $2,500 for fee-only firms that publish prices.
- Create Wealth Financial Planning, LLC's average account is about $143,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Create Wealth Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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