Create, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“In the event of early termination, you will be billed $350.00 per hour worked, or for the rest of your Annual Subscription, and refunded any difference.”

Flat or project fee

$2,400

“The base planning fee is $2,400 for an individual, and most plans take more than ten hours to prepare; early termination and not enrolling in ongoing financial planning may result in greater expenses.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Create, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All fees are due upon engagement; however, we will not bill an amount above $500.00 more than six months in advance of the delivery of your financial plan.”
• “Payment is made through a third-party payment processor such as AdvicePay or Betterment.”
• “Client may choose to have fees deducted from Betterment Client accounts and will receive a monthly detailed billing statement from Betterment or may choose to be billed directly through AdvicePay.”

How Create, LLC’s fees compare

• Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $2,400 is below the Minnesota median of $5,250. 22% of the 108 other Minnesota planners that publish a flat or project fee charge less.

About Create, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

19

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$3,817,438

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309648

Website

CreateFP.com (opens in new tab)

Phone

(612) 401-9755

Can advise clients in 2 states: California, Minnesota

Other planners in Richfield that publish fees

• Bearing Point CapitalRichfield$1,000⁠-⁠$150,000
• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo
• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000

Compare all 271 planners in Minnesota