Create, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,817,438
Clients
19
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$200,918
About
Create, LLC serves younger, well‑compensated individuals and families—frequently HENRYs and dual‑income households—including clients who receive employer stock or are planning career transitions. The firm provides fee‑only comprehensive financial planning and portfolio management delivered through the Betterment platform, and also offers limited‑scope “One Act Play” engagements, hourly planning, and group education seminars.
The firm’s investment approach emphasizes long‑term, passive, diversified allocations grounded in Modern Portfolio Theory, implemented with low‑cost ETFs and Betterment’s automated tools, including socially responsible investing options when requested. Financial planning is delivered via a documented multi‑step process that translates clients’ values into an Investment Policy Statement, with virtual meetings, periodic reviews, and coordination with other professional advisors as appropriate.
Distinctive features include the firm’s offering of group education workshops and explicit family‑governance services—facilitating family meetings and multigenerational planning alongside typical planning topics. The firm also discloses operational characteristics that set it apart from many peers: reliance on the Betterment platform for custody and trade execution, a written contingency/business‑continuity plan that designates an external advisor to assist clients if the principal is unable to serve, and a stated focus on equity‑compensation and small‑business planning needs.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Comprehensive financial planning, financial goals, risk management, investment consultation, business planning, cash flow and de
Comprehensive financial planning, financial goals, risk management, investment consultation, business planning, cash flow and de
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
General retirement planning
Occupation focus
Artists or Creative
Founder/Business Owner
Executive
Demographic focus
HENRY (High Earners, Not Rich Yet)
Dual Income Family
Young Professionals
Fee options
One Act Play planning service: $700 initial fee plus $350 per hour for preparation and presentation.
$0 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.85% $15,000,001 - $25,000,000: 0.75% Over $25,000,000+: 0.50%
Hourly financial planning charged at $350 per hour, billed in 15-minute increments.
Annual financial planning subscription fee of $1,000 per month ($12,000 annual), increasing 3% annually, waived if AUM is $1,500,000 or above; plus a one-time initial plan fee of $4,000.
Minimum fee: Minimum annual fee of $12,000 billed monthly in arrears; subject to waiver or reduction. Fee-only: Financial planning services are fee-only; no commissions or other compensation received.
Main office location
Create, LLC
8400 Normandale Lake Blvd., Suite 920
Bloomington MN 55437-3843, United States
Number of offices
1
Most active in
Create, LLC has reported serving >5 clients in these states in the last 12 months.
California · Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not 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.
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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.
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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.
Forms ADV
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