Creative Planning

RIASEC RegisteredEst. 1983

Total AUM

$296B

Discretionary

$292B

99% of AUM

Avg account

$923K

Accounts

320,323

Employees

1,650

Advisory reps

1,153

Firm details

Headquarters: Overland Park, Kansas
CRD number: 105348
Registered since: March 18, 1983
Website: creativeplanning.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST, NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.64%
Pension & Profit Sharing Plans32.49%
Individuals6.61%
Corporations / Businesses2.41%
Charitable Organizations1.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Creative Planning is an independent registered investment adviser organized as an LLC and operating since the early 1980s. The firm serves both individual and family clients as well as institutional accounts and offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Core services include comprehensive financial planning and discretionary portfolio management across individuals, pooled vehicles, businesses and institutions, plus selection of other advisers, pension consulting and educational workshops. The firm identifies as an active ESG investor and maintains relationships with a range of professional affiliates (trust companies, accounting and law firms, insurance firms and pension consultants). Creative Planning has appeared on multiple industry lists and rankings over recent years, including repeated placements in Barron’s Top 100 RIA Firms and Citywire’s “Growers Across America” listings.