CRD: 311758
Create Wealth Financial Planning LLC
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- Custodian
- Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2021
- Office Locations
- 1
Office Locations
About Create Wealth Financial Planning LLC
Create Wealth Financial Planning is an independent, fee-only RIA founded by CFP and Certified Student Loan Professional Jeff McDermott. The firm serves Gen X/Gen Y individuals and young families building wealth—often with student loans or other debt—delivering comprehensive planning plus ongoing investment management focused on goal-based portfolio alignment and risk management. Custody includes Charles Schwab.
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Owner & Executives
JEFFREY PAUL MCDERMOTT
Advisor, Chief Compliance Officer, Owner
- CRD
- #4731169
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,887,008 | -- |
| Non-Discretionary | $1,110,616 | -- |
| Total | $19,997,624 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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