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Lindy Grace Venustus

Advisor at Create, LLC — Richfield, MN

Updated today

Credentials

CFP®, Series 66

Experience

11 years

Location

Richfield, MN

Create, LLC logo

Create, LLC

Independent

Total advisors

1

Clients per advisor

19 Typical

Avg AUM per client

$200,918 Low

HNW client ratio

0% Low

About

Lindy 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.

Client services

Based on Create, LLC

Financial planning Portfolio management Educational seminars or workshops
Comprehensive financial planning, financial goals, risk management, investment consultation, business planning, cash flow and de

Expertise

Based on Create, LLC

Business ownership considerations Business exit / sale strategy Cash flow / budgeting General retirement planning

Occupation focus

Based on Create, LLC

Artists or Creative Founder/Business Owner Executive

Demographic focus

Based on Create, LLC

HENRY (High Earners, Not Rich Yet) Dual Income Family Young Professionals

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Fee options

Fixed

One Act Play planning service: $700 initial fee plus $350 per hour for preparation and presentation.

Percentage

$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%

Project-based

Hourly financial planning charged at $350 per hour, billed in 15-minute increments.

Subscriptions

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.

Other

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.

Location

Richfield, MN

Richfield MN

Advisors at this office

1

Most active in

California · Minnesota

Work history

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lauri S

CFA®, CFP®, AIF®

Mendota Heights, MN

Castle Rock Financial Planning, Inc.

Lauri Salverda is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Castle Rock Financial Planning, Inc. She has worked at Clerestory Advisors, Inc. since 2008. Castle Rock Financial Planning provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and estates, offering comprehensive written financial plans and ongoing portfolio management without imposing minimum account balances or accepting commissions. The firm uses a combination of fundamental, technical, and third-party research to guide investment decisions across a variety of asset types.

General retirement planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving tax strategies

Adam D

CFP®

Lakeville, MN

Vinepath Wealth LLC

Adam Duchon is a CFP® professional with over five years of industry experience, currently serving as an advisor at PairOne Private Wealth. Outside of his financial advisory work, Adam coaches hockey at Lakeville North High School. PairOne Private Wealth is an independent registered investment adviser that provides discretionary asset management and comprehensive financial planning to families, small business owners, and young professionals.

Retirement income strategy General tax planning General retirement planning Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner Sales Professional Professional Athlete Retired Christian Faith Based

Aashwin S

CFP®

Minneapolis, MN

Luminous Money

After spending more than 13 years in traditional wealth management, I saw first hand how traditional firms, regardless of their fee model - are designed to maintain the status quo. I created Luminous Money as an expression and reflection of my personal pursuit of the American Dream: from being a first-generation immigrant working minimum wage jobs, to slowly scrimping, saving and investing into achieving some of my biggest dreams. If you're a dreamer, you're one of us. At Luminous, we don't care about not being invited to the table.....we're building our own damn table. Luminous is designed to work with people across all income and wealth levels, because I know first hand that money in the hands of the right people changes everything. I am so excited to meet you!

Wealth management Charitable giving tax strategies Equity compensation tax strategy Social Security optimization Gifting strategies Founder/Business Owner Gen Y/Millennials (Born 1980-1995) Approaching retirement HENRY (High Earners, Not Rich Yet) Mid-Career Professionals FIRE (Financial Independence Retire Early)

Chad R

ChFC®, CLU®

Minneapolis, MN

Element Squared Private Wealth

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Retirement income strategy Social Security optimization Roth conversion strategy General retirement planning Active portfolio management

Eric H

CFP®, CFA®, AIF®

Minneapolis, MN

Allodium Investment Consultants, LLC

As the CEO and CIO of Allodium Investment Consultants, I lead our team in providing comprehensive wealth management to our clients. I hold the CFP®, CFA®, and AIF® designations and have been with Allodium since 2015. We are an employee-owned firm that was created to simplify and improve the financial lives of our clients. As a fee-only firm, we provide objective investment advice that is not biased by the sale of commission-based products. Our client relationships are defined by a fiduciary standard of care which demands that we always act in the best interests of our clients.

General retirement planning Concentrated stock management Business sale tax planning RSUs / ISOs / NSOs Charitable giving tax strategies Doctor or Medical Professional Executive Founder/Business Owner Technology Professional Engineering Professional Approaching retirement Retired Intergenerational Families Values-based investing Widow/Widower

Joel M

CFP®

Minnetonka, MN

Flames Financial Planning

Joel Miller, CFP®, is the founder of Flames Financial Planning, a modern, fee-only, flat-fee financial planning firm built to help individuals and families confidently build their future. Joel provides personalized financial planning, investment management, tax planning, and estate-planning guidance designed to bring every area of a client’s financial life together. His approach is relationship-driven, transparent, and focused on helping clients make intentional decisions, set bigger goals, and think long term. Joel founded Flames to create a new-age financial planning experience—one that combines professional expertise, modern technology, deeply personal guidance, and transparent flat-fee pricing. His mission is to simplify financial complexity and help clients steward their wealth with confidence, clarity, and purpose.

General retirement planning Roth conversion strategy General tax planning Wealth management Passive / index investing Retired Airline Pilot Doctor or Medical Professional Educators, Teachers, and Academics Government Employee Retired Religious/faith focused Married/Couples/Partners HENRY (High Earners, Not Rich Yet) Approaching retirement
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