A complete list of active advisors currently associated with Creative Money LLC

Warmer can help you find a great advisor at Creative Money LLC or one who fits your needs even better.

Creative Money LLC provides fee-only financial planning to individual clients across topics such as retirement planning, cash flow and debt management, tax and estate planning, business planning, and insurance review. The firm delivers written or electronic financial plans and strategy sessions but does not directly manage client assets or accept custody. Engagements are offered on fixed-fee or hourly bases with published package prices and tiered strategy sessions, and investment recommendations made within plans typically favor passive, low‑cost asset-class exposures. Because the firm does not provide ongoing portfolio management or execute trades, clients implement recommendations through custodians or broker‑dealers of their choice. The firm’s brochure discloses a 2017 consent order with the Washington Department of Financial Institutions for conducting advisory activity while unregistered and a related 2021 CFP Board public censure; the matter included agreed payments of fines and costs. Uncommonly for a team of this size, Creative Money does not charge percentage‑of‑AUM fees, does not offer portfolio management services for individuals, and several planners maintain separate outside businesses (for example bookkeeping and therapy practices).

To learn more about the advisors currently working at Creative Money LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.