Assets Under Management
N/A
Number of Clients
350
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Creative Money, LLC provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They analyze client's financial situations and goals to create tailored plans. They do not offer investment management services.
Financial planning is offered on a fixed fee basis, determined case-by-case based on complexity and client needs. Former clients may be offered hourly service at $425/hour, or $500/hour with Mindy Crary.
WA, United States