# Create Wealth Financial Planning LLC

> Create Wealth Financial Planning LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 311758
- Filed as: CREATE WEALTH FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311758
- AdvisorCensus page: https://advisorcensus.com/firm/create-wealth-financial-planning-llc-311758

## Quick answers

**How is Create Wealth Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Create Wealth Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Create Wealth Financial Planning LLC registered with the SEC or a state?**
Create Wealth Financial Planning LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311758.

**How much does Create Wealth Financial Planning LLC manage?**
Create Wealth Financial Planning LLC reports $19,997,624 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (94% discretionary).

**What types of clients does Create Wealth Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (9).

**Does Create Wealth Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311758

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $19,997,624
- Discretionary: $18,887,008
- Non-discretionary: $1,110,616

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $8,939,720 |
| High net worth individuals | 9 | $11,057,904 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- createwealthfp.com
- Facebook @CreateWealthFP
- Instagram @createwealthfp
- Instagram @dollarsanddeadlifts
- LinkedIn @jmcdermott

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Create Wealth Financial Planning LLC (CRD 311758): Form ADV filing data as of October 2026.