Marilyn Vander Plaat
Wealth Creation Management Group · Monroe, New York
Marilyn Vander Plaat is a fee-only financial advisor at Wealth Creation Management Group in Monroe, New York. Wealth Creation Management Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marilyn →
Facts
| Firm | Wealth Creation Management Group |
|---|---|
| Based in | Monroe, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.1M across 267 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5245671 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthcmg.com |
How Marilyn's firm compares
- Wealth Creation Management Group's average account is about $397,000, from its Form ADV (assets managed divided by 267 accounts).
Request an introduction to Marilyn
Tell Marilyn a little about what you're looking for. Marilyn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marilyn
Is Marilyn Vander Plaat a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marilyn holds no broker registration, and Wealth Creation Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marilyn charge for financial advice?
Marilyn's firm, Wealth Creation Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marilyn Vander Plaat based?
Marilyn Vander Plaat is based in Monroe, New York.
Is Marilyn Vander Plaat registered with the SEC?
Yes. Marilyn Vander Plaat is registered as an investment adviser representative in NJ (CRD 5245671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Creation Management Group manage?
Wealth Creation Management Group reports $106.1M across 267 accounts in assets under management.
How do I contact Marilyn Vander Plaat?
Through Marilyn's website, www.wealthcmg.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
- 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.
See something wrong? Request a correction. Read our methodology.