Creative Capital Management Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$90⁠-⁠$310/hr

“Hourly fees range from $90 to $310 depending upon the level and scope of the services required and the professional rendering the services.”

Flat or project fee

$2,000⁠-⁠$4,000

“The fee for a First Step Financial Plan generally ranges from $2,000 to $4,000, and an initial retainer will be requested from the client before any work is performed for the client’s benefit.”

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

How Creative Capital Management Investments LLC bills

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

• “Any changes to this fee schedule will be sent to clients at least thirty days in advance.”
• “For all other clients, CCMI LLC’s planning and consulting fees are negotiable, but generally range from $2,500 to $10,000, depending on the number of hours involved.”
• “The remainder of the fee will be billed upon completion of the plan.”

How Creative Capital Management Investments LLC’s fees compare

• Its hourly rate of $90-$310 spans the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 73 other planners in San Diego that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$4,000 is below the California median of $5,000. 32% of the 796 other California planners that publish a flat or project fee charge less.
• 21 of the 68 other planners in San Diego that publish a flat or project fee charge less.

About Creative Capital Management Investments LLC

• Firm size: 11 employees.
• Credentials named in the brochure: CFP®, CPA, ChFC®, and CFA.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

298

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$780,406,922

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

286567

Website

youtube.com/user/MYCCMI (opens in new tab)

Phone

(619) 298-3993

Can advise clients in 4 states: Arizona, California, Texas, Virginia

Other planners in San Diego that publish fees

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• Ac3 CapitalSan Diego$100/hr, $500⁠-⁠$2,000
• AdviceonlySan Diego$50⁠-⁠$600/hr, Up to $10,000
• Ariston Services Group, LLCSan Diego$250⁠-⁠$350/hr, $500⁠-⁠$25,000

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