Create, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Create, LLC serves younger, well‑compensated individuals and families—frequently HENRYs and dual‑income households—including clients who receive employer stock or are planning career transitions. The firm provides fee‑only comprehensive financial planning and portfolio management delivered through the Betterment platform, and also offers limited‑scope “One Act Play” engagements, hourly planning, and group education seminars.
The firm’s investment approach emphasizes long‑term, passive, diversified allocations grounded in Modern Portfolio Theory, implemented with low‑cost ETFs and Betterment’s automated tools, including socially responsible investing options when requested. Financial planning is delivered via a documented multi‑step process that translates clients’ values into an Investment Policy Statement, with virtual meetings, periodic reviews, and coordination with other professional advisors as appropriate.
Distinctive features include the firm’s offering of group education workshops and explicit family‑governance services—facilitating family meetings and multigenerational planning alongside typical planning topics. The firm also discloses operational characteristics that set it apart from many peers: reliance on the Betterment platform for custody and trade execution, a written contingency/business‑continuity plan that designates an external advisor to assist clients if the principal is unable to serve, and a stated focus on equity‑compensation and small‑business planning needs.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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.
Main office
Richfield MN
Advisors at this office
1
Most active in
California · Minnesota
Also doing business as
Create Financial Planning · Create Planning · Create, LLC · Createfp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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