Penelope Claire Holmes
Creative Money · Mountlake Terrace, Washington
Penelope Claire Holmes is a fee-only financial advisor at Creative Money in Mountlake Terrace, Washington, who holds the CFP credential. Creative Money reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Creative Money |
|---|---|
| Based in | Mountlake Terrace, Washington |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, GA, WA · CRD 7346833 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.creativemoney.biz |
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Questions about Penelope Claire
Is Penelope Claire Holmes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Penelope Claire 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 Penelope Claire charge for financial advice?
Penelope Claire's firm, Creative Money, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Penelope Claire Holmes based?
Penelope Claire Holmes is based in Mountlake Terrace, Washington.
What credentials does Penelope Claire Holmes hold?
Penelope Claire Holmes holds the CFP credential.
Is Penelope Claire Holmes registered with the SEC?
Yes. Penelope Claire Holmes is registered as an investment adviser representative in CA, GA and WA (CRD 7346833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Penelope Claire Holmes?
Through Penelope Claire'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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