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
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts89ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Create Wealth Financial Planning LLC
1
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.
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