Creekside Financial Planning, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Creekside Financial Planning, L.L.C. provides fee‑only investment management and both project‑based and ongoing financial planning to individuals and high‑net‑worth clients, and also offers educational seminars and separate non‑advisory financial coaching or consulting. The firm does not accept commissions and does not impose a minimum account size requirement.
The firm’s investment approach emphasizes asset allocation and a mix of passive and active strategies, tailoring portfolios to clients’ goals, risk tolerance, and any written client‑imposed restrictions; it can incorporate socially responsible (ESG) considerations when requested. Creekside may recommend or use third‑party outside managers and advisor platform solutions and can manage accounts on either a discretionary or non‑discretionary basis while assisting clients with manager selection and oversight.
Noteworthy aspects include that the firm is newly formed and recently registered, and the current ADV filing reports no client assets under management, reflecting an early‑stage practice. The principal is CFP‑certified and the firm separates its non‑advisory coaching from fiduciary advisory engagements, offering both limited‑scope projects and ongoing planning alongside investment management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for project-based financial planning ranging from $1,500 to $15,000; seminars fees up to $1,000 per seminar or up to $25 per participant.
Up to 1.25% annually (negotiable)
$250 per hour for project-based financial planning services.
Recurring monthly fixed fees for ongoing financial planning ranging from $125 to $800.
Fee-only: Initial fee up to $5,000 for comprehensive financial plan; ongoing fixed fees ranging from $125 to $800 monthly (negotiable); project-based fixed fees between $1,500 to $15,000; hourly rate $250.
Main office location
Creekside Financial Planning, L.L.C.
Bath NC, United States
Number of offices
1
Most active in
Creekside Financial Planning, L.L.C. has reported serving >5 clients in these states in the last 12 months.
North Carolina
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.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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