Advisor at Creative Financial Designs, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creative Financial Designs, Inc.
Location
Ft Loudon, PA
Credentials
CFP®, Series 63
Industry experience
35 years
James Martin is a CFP® with 35 years of industry experience. He has been with Creative Financial Designs, Inc. since 2011. Outside of his advisory role, he is active as a minister of the gospel and provides tax preparation, accounting, and business consulting services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including Biblical Responsible Investing, alongside flexible billing arrangements and affiliated insurance and tax services.
Based on Creative Financial Designs, Inc.
Based on Creative Financial Designs, Inc.
$0 - $25,000: Higher tiered fees or alternative holdings for smaller accounts in Best In Class strategy (implied higher fees but no exact rate provided) $10,000+: Standard management fees (exact percentage not clearly stated in provided excerpt)
Hourly fees for financial planning and consulting services (exact rates not specified in provided excerpt)
Account minimum: $10,000
Ft Loudon, PA
Pennsylvania
Creative Financial Designs Inc
2011 - Present (15 years)
Cfd Investments Inc
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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