Martha Mcneely is a registered investment advisor at Creative Money LLC, based in Bellevue, WA, with 1 years of industry experience. Martha 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
800 Bellevue Way NE, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Martha owns Buoy Financial Services, LLC (bookkeeping), Martha McNeely Psychotherapy, PLLC (therapy), and McLayne Holdings LLC/McLayne Property 1 LLC (real estate). The real estate venture started in July 2024.
Employment History
Current Registrations
Creative Money LLC
State Registrations1 state
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