Melinda Janelle Crary

CFP

21 Years of Experience

1 Disclosure

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Creative Money LLC

Compensation

Fixed/Hourly

Firm Size

5 advisors

Number of Clients

350 clients

Average Client Portfolio

Not specified

Fee Structure

Financial planning is offered on a fixed fee basis, determined case-by-case based on complexity and client needs. Former clients may be offered hourly service at $425/hour, or $500/hour with Mindy Crary.

One-Time Plan:$1,350 - $4,000

Hourly Rate:$425 - $500/hr

Location

1201 Third Avenue, Suite 2200, Seattle, WA, 98101

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History

Regulatory History (1)

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Regulatory

February 2017

Final

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Other Business Activities

Melinda is the managing member of Mindy Crary LLC, a business coaching service established in 2016. She dedicates a few hours per week to this non-investment related activity.