Creative Money LLC

Creative Money LLC at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 5 employees and 413 individual clients.
• It works with clients virtually as well as in person.

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

Facts

Creative Money LLC fees

Creative Money LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, one-time plans or projects. 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 (5)

• Joann Nieciecki

• Martha McNeely

• Mindy Crary

  CFP

• Penelope Claire Holmes

  CFP

• Samantha Kirby

  CFP