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Martha Jane Mcneely

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

800 Bellevue Way NE, Bellevue, WA, 98004

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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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Other Business Activities

Martha owns Buoy Financial Services, LLC (bookkeeping), Martha McNeely Psychotherapy, PLLC (therapy), and McLayne Holdings LLC/McLayne Property 1 LLC (real estate). The real estate venture started in July 2024.

Employment History
Current Registrations
Creative Money LLC
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.