PH
CFP
PH
CFP

Penelope Claire C Holmes

1 Year of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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
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Location

115 Perimeter Center Pl, Suite 870, Atlanta, GA, 30346

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Creative Money LLC
September 2025 - Present · 5 mos
Previous Registrations
Compass Wealth Management, LLC
December 2023 - August 2025 · 1 yr 8 mos
E*trade Securities LLCBroker
July 2021 - August 2021 · 1 mo
State Registrations3 states
CAGAWA
Advisor
Exams
No exam information available for this advisor.