Updated May 30, 2024
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Creative Planning

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$155B
Years in business42+

About Creative Planning

In-House Expertise for Every Piece of Your Financial Picture

Creative Planning’s method of designing your investment portfolio is different. It starts with a financial planning-led approach with their team of in-house specialists. Your customized plan will be created by their wealth managers, accountants, insurance specialists, estate attorneys and other professionals, all working together to give you the highest probability to achieve your goals. Rest assured as your life changes, Creative Planning will be there to meet your changing needs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Private Wealth Management
  2. Investment Management
  3. Risk Management
  4. Trust and Estate Planning
  5. Retirement Planning
  6. Business and Succession Planning
  7. Tax Planning
  8. Comprehensive Financial Planning

More about Creative Planning

DesignationsMinimum asset threshold
Registered Investment Advisor$500K - $1M
Firm CRD NumberNumber of advisors
1053481086

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Creative Planning.

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Creative Planning.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings