Create Wealth Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients, high-net-worth individuals, and small businesses, offering tailored investment management alongside ongoing comprehensive financial planning and project-based planning engagements. Its planning services address retirement, estate, tax, student loan, business planning, cash flow and debt management, insurance, and college savings as part of an integrated financial plan.
Investment programs are built from each client’s investment policy statement and asset-allocation targets, with the adviser exercising discretionary authority to implement and monitor portfolios. The firm emphasizes passive portfolio construction informed by Modern Portfolio Theory, while also using fundamental analysis to evaluate securities and selecting low-cost index mutual funds and ETFs typically held at recommended custodians.
Distinctive features include operating as a solo adviser overseeing roughly $20 million in assets while offering subscription-style ongoing planning that carries a one-year minimum commitment and a range of project-based services uncommon for many single-adviser practices. The ADV discloses the use of client testimonials in advertising — a practice rare among peers — and notes the principal’s CFP and student-loan planning credentials; the firm also states it does not accept outside sales compensation.
Client services
Expertise
Occupation focus
Fee options
One-time upfront charge of $1,000 for initial comprehensive financial plan development
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
Minimum fee: Minimum annual financial planning fee ranging from $2,500 to $20,000 depending on complexity Fee-only: Fixed fee for project-based financial planning ranging from $500 to $10,000, negotiable
Main office
Saint Johns FL
Advisors at this office
1
Most active in
Florida · Texas
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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