Martha McNeely
Creative Money · Bellevue, Washington
Martha McNeely is a fee-only financial advisor at Creative Money in Bellevue, Washington. Creative Money reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Creative Money |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in WA · CRD 7970745 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.creativemoney.biz |
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Questions about Martha
Is Martha McNeely a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martha holds no broker registration, and Creative Money reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martha charge for financial advice?
Martha's firm, Creative Money, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Martha McNeely based?
Martha McNeely is based in Bellevue, Washington.
Is Martha McNeely registered with the SEC?
Yes. Martha McNeely is registered as an investment adviser representative in WA (CRD 7970745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Martha McNeely?
Through Martha's website, www.creativemoney.biz.
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.
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