Create Wealth Financial Planning LLC fees and pricing
Financial planner in Jacksonville, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Create Wealth Financial Planning LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“All new financial planning clients pay a one-time upfront charge of $1,000 for the additional development time and meetings associated with building their initial financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Create Wealth Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Create Wealth Financial Planning LLC’s fees compare
- Its flat or project fee of $1,000 is below the Florida median of $4,900. 8% of the 320 other Florida planners that publish a flat or project fee charge less.
- None of the 16 other planners in Jacksonville that publish a flat or project fee charge less.
About Create Wealth Financial Planning LLC
- Principal: Jeffrey McDermott
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 43
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $19,997,624
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311758
- Phone
- (904) 201-3227
Other planners in Jacksonville that publish fees
- Allegiance Financial Advisors, Inc.Jacksonville$200/hr, $500-$4,000
- Attainable WealthJacksonville$300/hr, $3,600-$8,000
- Contemporary Financial PlanningJacksonville$1,000-$25,000, $1,250-$6,000/qtr
- CovingtonalsinaJacksonville$150-$500/hr, $500-$5,000
- Img Wealth Management, Inc.Jacksonville$150/hr
- Jacksonville Wealth ManagementJacksonville$100-$600/hr, $400-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.