Samantha Kirby
Creative Money · Mountlake Terrace, Washington
Samantha Kirby 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, WA · CRD 6790427 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.creativemoney.biz |
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Questions about Samantha
Is Samantha Kirby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha 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 Samantha charge for financial advice?
Samantha's firm, Creative Money, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Samantha Kirby based?
Samantha Kirby is based in Mountlake Terrace, Washington.
What credentials does Samantha Kirby hold?
Samantha Kirby holds the CFP credential.
Is Samantha Kirby registered with the SEC?
Yes. Samantha Kirby is registered as an investment adviser representative in CA and WA (CRD 6790427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Samantha Kirby?
Through Samantha'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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