Advisor at Create Wealth Financial Planning LLC
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Firm
Create Wealth Financial Planning LLC
Location
Saint Johns, FL
Credentials
CFP®, Series 63, Series 65
Industry experience
20 years
Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.
Based on Create Wealth Financial Planning LLC
Based on Create Wealth Financial Planning LLC
One-time upfront charge of $1,000 for initial comprehensive financial plan development
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
Minimum fee: Minimum annual financial planning fee ranging from $2,500 to $20,000 depending on complexity Fee-only: Fixed fee for project-based financial planning ranging from $500 to $10,000, negotiable
Saint Johns, FL
Florida · Texas
Wealth Mode Financial Planning
2022 - 2023 (1 year)
Create Wealth Financial Planning, LLC
2020 - Present (6 years)
TIAA-CREF
2014 - 2020 (6 years)
Tiaa
2014 - 2020 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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