Creekside Financial Planning, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning services to individuals and high‑net‑worth clients. Offerings include discretionary and non‑discretionary portfolio management, comprehensive and project‑based financial planning, educational seminars, and separate financial coaching/consulting provided outside the advisory relationship.
The firm’s investment approach emphasizes asset allocation informed by modern portfolio principles and employs both passive and active strategies. It may use third‑party managers and platform solutions for portfolio implementation, while accommodating tax considerations and client preferences such as socially responsible (ESG) investing, with periodic account reviews.
Distinctive characteristics include operating as a fee‑only solo adviser at launch with no assets under management reported in the brochure, and a stated practice of including ongoing financial planning for certain managed‑asset clients without an additional planning charge. The firm’s principal holds the CFP® certification, and the brochure highlights a separation between advisory services and non‑advisory coaching or speaking engagements, which are billed independently.
Client services
Expertise
Fee options
Project-based financial planning fixed fee range between $1,500 and $15,000; Educational seminars fees from $0 to $1,000 per seminar or $0 to $25 per participant; ongoing financial planning fixed quarterly fees $375 to $2,400
Up to 1.25% annually, negotiable
Project-based financial planning hourly rate of $250 per hour
Fee-only: Financial planning fees may include initial fees up to $5,000, ongoing quarterly fixed fees ranging from $375 to $2,400, and project-based fixed fees between $1,500 and $15,000 or hourly fees at $250/hr
Main office
Bath NC
Advisors at this office
1
Most active in
North Carolina
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
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