Creative Money, LLC offers financial planning services covering retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They help clients identify financial goals and develop plans to reach them. Creative Money does not manage investments but may provide investment analysis as part of the financial plan.
Assets Under ManagementN/A
Clients413
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$1,350 - $4,100
Hourly Rate:$425 - $525/hr
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