Creative Financial Partners provides financial planning services covering retirement, college, risk management, budgeting, debt management, work benefits, real estate, tax, and estate planning. Clients can choose comprehensive ongoing planning, basic ongoing planning, or hourly planning. The firm does not offer investment management directly but can refer clients to Osaic Advisory Services, LLC. They also offer employee benefit plan services and educational seminars.
Assets Under ManagementN/A
Clients115
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Creative Financial Partners offers two ongoing financial planning options:
- Comprehensive Ongoing Financial Planning: A detailed plan covering various financial topics, with annual reviews and updates. Includes up to four hours of consultation per year. Fees range from $2,500 to $7,500 for the first year, paid as an initial deposit plus monthly payments.
- Basic Ongoing Financial Planning: A one-time analysis on specific topics, plus a monthly subscription to a financial planning tool. The fee is a $500 initial deposit plus $62.50 per month.
- Hourly Financial Planning: One-time analysis and recommendations on specific topics, billed at $250 per hour with a two-hour minimum. Requires a $500 non-refundable retainer.
Annual Retainer:$2,500 - $7,500/year
One-Time Plan:$500
Hourly Rate:$250/hr
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