Marilyn Plaat
Marilyn Plaat is a registered investment advisor at Wealth Creation Management Group LLC, based in Monroe, NY, with 9 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 158 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1M+ | 1.10% |
Fees are negotiable. WCMG also manages assets held away for no more than 1.10% annually, which is also negotiable.
Fee Estimator
Location
Monroe, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marilyn works as a bookkeeper for Vander Plaat Memorial Home LLC since 1985 and is an agent for non-variable insurance through Marilyn Vander Plaat Independent Insurance since 2017. She also owns rental property through 121 South Farview LLC, dedicating minimal time to it.
Employment History
Current Registrations
Wealth Creation Management Group LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations1 state
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