Firm
Creative Financial Planning Advisors
South Bend, Indiana
Fee-only
Creative Financial Planning Advisors at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 76 individual clients, 16 of them high net worth.
- Its average account is about $390,000 (assets it manages divided by its 78 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | South Bend, Indiana |
|---|---|
| Website | moneymd.com |
| Phone | (574) 232-8000 |
Creative Financial Planning Advisors fees
Creative Financial Planning Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 60 |
| High-net-worth clients | 16 |
| Accounts managed | 78 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 127878 |