Lindy Grace Venustus
Advisor at Create, LLC — Richfield, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
11 years
Location
Richfield, MN
Create, LLC
Independent
Total advisors
1Clients per advisor
19 TypicalAvg AUM per client
$200,918 LowHNW client ratio
0% LowLindy Venustus is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Create, LLC. She has worked at several firms including Origin Financial and Wells Fargo Advisors and is also involved in community activities such as volunteering on the Death and Dying Committee of the Minneapolis Quaker Friends and participating in Toastmasters. In her free time, she is an artist and author and a member of the Minnesota Watercolor Society. Create, LLC provides fee-only comprehensive financial planning and portfolio management for younger, well-compensated individuals and families, often focusing on clients with employer stock or those planning career transitions. The firm utilizes a long-term, passive investment approach with low-cost ETFs via the Betterment platform, and offers services including group education workshops and family governance planning.
Based on Create, LLC
Based on Create, LLC
Based on Create, LLC
One Act Play planning service: $700 initial fee plus $350 per hour for preparation and presentation.
$0 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.85% $15,000,001 - $25,000,000: 0.75% Over $25,000,000+: 0.50%
Hourly financial planning charged at $350 per hour, billed in 15-minute increments.
Annual financial planning subscription fee of $1,000 per month ($12,000 annual), increasing 3% annually, waived if AUM is $1,500,000 or above; plus a one-time initial plan fee of $4,000.
Minimum fee: Minimum annual fee of $12,000 billed monthly in arrears; subject to waiver or reduction. Fee-only: Financial planning services are fee-only; no commissions or other compensation received.
Richfield, MN
Richfield MN
Advisors at this office
1
California · Minnesota
11 years of industry experience
Origin Financial
2021 - 2022 • 1 year
San Francisco, CA
2020 US Census
2020 - 2020 • 1 year
Washington, DC
Create, LLC
2020 - Present • 6 years
Bloomington, MN
LifePlan by LegalZoom
2019 - 2021 • 2 years
Austin, TX
Rover.com
2019 - Present • 7 years
Richfield, MN
FreshThyme
2019 - 2020 • 1 year
Bloomington, MN
AmazonPrime
2019 - 2019 • 1 year
Plymoth, MN
Triad Advisors
2019 - 2019 • 1 year
Norcross, GA
Resources Investment Advisors
2019 - 2019 • 1 year
Overland Park, KS
Channel Financial
2019 - 2019 • 1 year
Golden Valley, MN
Cambridge Investment Research, Inc.
2018 - 2019 • 1 year
Fairfield, IA
Cambridge Investment Research Advisors, Inc.
2018 - 2019 • 1 year
Fairfield, IA
Berger Fin Grp
2018 - 2019 • 1 year
Plymouth, MN
Wells Fargo Clearing
2016 - 2018 • 2 years
Wayzata, MN
Wells Fargo Advisors, LLC
2016 - 2016 • 1 year
Wayzata, MN
Guardian Life
2014 - 2015 • 1 year
Minnetonka, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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