Create Wealth Financial Planning LLC

Create Wealth Financial Planning LLC (CRD# 311758) is a financial advisory firm headquartered in Saint Johns, FL. They manage $10,189,549 in 89 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
155 Bartram Market Drive, Suite 135 #205, Saint Johns, FL 32259
https://www.instagram.com/createwealthfp/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $114,489
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Create Wealth Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey McDermott, financial advisor Saint Johns FL
Jeffrey P. McDermott
CRD#: 4731169
Saint Johns, FL

Jeffrey McDermott (CRD# 4731169) is an Investment Advisor Representative working at Create Wealth Financial Planning LLC in Saint Johns, FL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals