Martha Mc Neely
Advisor at Creative Money LLC
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.
Advisor at Creative Money LLC
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.
Martha Mc Neely is a financial advisor at Creative Money LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes ownership of Buoy Financial Services, which provides bookkeeping services for therapists and helping professionals, and Martha McNeely Psychotherapy, PLLC, offering individual therapy in Washington state. Creative Money LLC provides fee-only financial planning focused on retirement, cash flow, tax and estate planning, business planning, and insurance review. The firm delivers written or electronic financial plans without managing client assets, typically recommending passive, low-cost investment strategies.
Based on Creative Money LLC
Based on Creative Money LLC
Fixed fees for financial planning services such as plan updates and strategy sessions ranging from $1,350 to $4,100
$425 per hour generally; $525 per hour when working directly with founder Mindy Crary
Fee-only: Fixed fee financial planning services ranging from $1,350 to $4,100 depending on plan complexity and session type; hourly rates of $425 to $525 also offered
Renton, WA
Washington
McLayne Holdings LLC / McLayne Property 1 LLC
2024 - Present (2 years)
Creative Money LLC
2024 - Present (2 years)
Buoy Financial Services LLC
2024 - Present (2 years)
North Carolina State University
2022 - 2023 (1 year)
The Allender Center
2020 - Present (6 years)
Fairfax Behavioral Health Hospital
2020 - 2022 (2 years)
Value Logic Solutions
2019 - 2020 (1 year)
Martha McNeely Psychotherapy PLLC
2019 - Present (7 years)
The Seattle School of Theology and Psychology
2018 - 2020 (2 years)
Valley Cities Behavioral Healthcare
2017 - 2019 (2 years)
Value Logic Solutions
2014 - 2017 (3 years)
IanFitness
2014 - 2017 (3 years)
The Seattle School of Theology and Psychology
2014 - 2017 (3 years)
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