Creative Money LLC fees and pricing

Financial planner in Mountlake Terrace, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 24, 2026, Creative Money LLC charges $475⁠-⁠$550 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $475⁠-⁠$550/hr; “Former clients who request additional service and who have already engaged in a fixed fee engagement, service may be offered on an hourly basis at a rate of $475 per hour (and at $550 an hour for clients choosing to work directly with Mindy) to be paid in arrears.”

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

“The fee is negotiable, at the sole discretion of CM.”
“If a fixed fee program is chosen, half of the fee is due at the beginning of the process and the remainder is due at completion of work, however, CM will not bill an amount above $500 more than 6 months in advance.”
“Any fee paid in advance will be refunded to the extent work was not completed.”

Its hourly rate of $475-$550 is above the Washington median of $300. 100% of the 216 other Washington planners that publish an hourly rate charge less.
2 of the 2 other planners in Mountlake Terrace that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Can advise clients in 4 states: California, Georgia, Illinois, Washington

Is something on this page wrong or out of date?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.