CREATIVE FINANCIAL PLANNING ADVISORS, INC.

Overview

Creative Financial Planning Advisors, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm provides fee-based financial planning and discretionary portfolio management for individuals, families and small business or institutional clients. Its mandate combines ongoing asset-based advisory relationships with hourly engagements for planning work, indicating a mix of long-term portfolio management and project-driven planning. Investment activity shows a conservative posture: the firm holds a large proportion of its client assets in cash and cash equivalents and supplements traditional portfolios with mutual funds and selected third‑party alternative managers. It does not present itself as a direct capital allocator; instead, it accesses hedge fund and commodity exposure through external managers. Creative Financial Planning Advisors, Inc. is not an active ESG investor.

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Location & Offices