Penelope Holmes is a CFP-designated registered investment advisor at Creative Money LLC, based in Mountlake Terrace, WA, with 2 years of industry experience. Penelope operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 413 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Young/Basic or Single Person Plan Update - $1,350
- Established Couple/Family/Retire/Complex Plan Update - $1,550
- Strategy Session - Young/Basic Single - $2,000
- Strategy Session - Young/Basic Couple - $2,400
- Strategy Session - Established Single - $2,300
- Strategy Session - Established Couple - $2,700
- Strategy Session - Established Family - $3,100
- Strategy Session - Retirement Timeline - $3,200
- Complex Session - $3,600
- Hourly Rate - $425
- Special Scope - as defined by planner based on the calculation of time needed by hourly rate.
Rates for Mindy Crary, Creative Money LLC founder:
- Plan Update for Young/Basic or Single Person - $1,800
- Plan Update for Established Couple/Family/Retire/Complex - $2,000
- Strategy Session - Young/Basic Single - $2,500
- Strategy Session - Young/Basic Couple - $2,900
- Strategy Session - Established Single - $2,800
- Strategy Session - Established Couple - $3,200
- Strategy Session - Established Family - $3,600
- Strategy Session - Retirement Timeline - $3,700
- Complex Session - $4,100
- Hourly Rate - $525
- Special Scope - as defined by planner based on the calculation of time needed by hourly rate.
Location
Mountlake Terrace, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Creative Money LLC
Previous Registrations
Compass Wealth Management, LLC
E*trade Securities LLCBroker
State Registrations3 states
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