Creative Planning Solutions, Inc

Overview

Creative Planning Solutions, Inc. operates as an independent registered investment adviser focused on individual and family clients. The firm identifies as a capital allocator and provides financial planning services alongside the selection of third-party advisers, positioning itself to construct portfolios that combine in-house planning with externally managed strategies. Its fee model is described as fixed fees and other arrangements, which suggests compensation structured around project or retainer pricing rather than a simple percentage of assets. The firm does not report active ESG investing activity and is not classified as a multi-state adviser. It is not listed as a pension consultant or a related adviser. Given the advisory emphasis on selecting other advisers, Creative Planning Solutions, Inc. appears oriented toward manager-of-managers or curated third-party solutions when assembling client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices