Create, LLC

Create, LLC at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 19 individual clients.
• Its average account is about $100,000 (assets it manages divided by its 38 accounts).
• Its website says it's taking new clients.
• It works with clients virtually as well as in person.

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Create, LLC fees

Create, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Lindy Venustus

  CFP

Other fee-only firms in Bloomington

• KMB Wealth Management
• Naylor Asset Management
• Petros Family Wealth
• Summit Advisor Group
• TruMix Advisors
• Wisdom Wealth Management, LLC
• BGM
• Birchwood Financial Partners, Inc.

Fee-only advisors in Minnesota