Creative Planning

RIASEC Registered

Total AUM

$296B

Discretionary

$292B

99% of AUM

Avg account

$923K

Accounts

320,323

Employees

1,650

Advisory reps

1,180

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. The firm is SEC-registered (initial registration year: 1983) and serves a mix of individual and family clients alongside institutional relationships. Its compensation model includes percentage-of-AUM fees supplemented by hourly and fixed-fee engagements. Advisory capabilities run from financial planning and portfolio management for individuals, pooled vehicles and institutions to selection-of-other-advisers and educational workshops; the firm also notes activity in pension consulting services. Creative Planning reports being an active ESG investor and maintains relationships with other industry providers such as trust companies, accountants, law firms, insurers and pension consultants. Creative Planning has received recurring industry recognition, including repeated placements on Barron’s Top 100 RIA lists and multiple Citywire “50 Growers Across America” mentions, along with other trade publication acknowledgements spanning 2020–2026.