Firm
Create Wealth Financial Planning, LLC
Jacksonville, Florida
Fee-only
Create Wealth Financial Planning, LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 43 individual clients, 9 of them high net worth.
- Its average account is about $143,000 (assets it manages divided by its 140 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Florida median of $4,200.
- Its website says it's taking new clients.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Jacksonville, Florida |
|---|---|
| Website | createwealthfp.com |
| [email protected] | |
| Phone | (904) 201-3227 |
Create Wealth Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"All new clients pay a one-time onboarding fee of $1,000 to build their comprehensive financial plan." source
"Ashley is a single W2 earner with no children who receives RSU compensation from her employer." source
"1.25%" source
"the management cost is either a blended rate based on the schedule below or your minimum planning fee." source
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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 34 |
| High-net-worth clients | 9 |
| Accounts managed | 140 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 311758 |