Mindy Crary
Creative Money LLC · Seattle, Washington
Mindy Crary is a fee-only financial advisor at Creative Money LLC in Seattle, Washington, who holds the CFP credential. Mindy charges a flat fee or retainer and a one-time planning fee and focuses on retirement planning and equity compensation.
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Specialties
Who they serve
- Early-career professionals
- Pre-retirees
- Retirees
Facts
| Firm | Creative Money LLC |
|---|---|
| Based in | Seattle, Washington |
| Fee model | Flat fee or retainer · One-time planning fee |
| Works virtually | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, GA, IL, TX, WA · CRD 3032185 |
| Exams passed | Series 63 (1998) · Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | creativemoney.biz |
| Profile |
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Questions about Mindy
Is Mindy Crary a fee-only financial advisor?
Yes. Mindy Crary is listed in 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 Mindy's firm.
How does Mindy charge for financial advice?
Mindy charges a flat fee or retainer and a one-time planning fee.
Does Mindy work with clients virtually?
Yes. Creative Money LLC says on its website that it works with clients remotely.
Where is Mindy Crary based?
Mindy Crary is based in Seattle, Washington.
What does Mindy specialize in?
Mindy's specialties include retirement planning and equity compensation. Mindy works with early-career professionals, pre-retirees and retirees.
What credentials does Mindy Crary hold?
Mindy Crary holds the CFP credential.
Is Mindy Crary registered with the SEC?
Yes. Mindy Crary is registered as an investment adviser representative in CA, GA, IL, TX and WA (CRD 3032185), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Mindy Crary?
Through Mindy's website, creativemoney.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Creative Money 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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