Creative Planning is a national investment advisory firm headquartered in Overland Park, KS, with 71 offices across the country. With a team of 1,165 dedicated employees, nearly all of whom provide investment advisory services, Creative Planning has established itself as a prominent player in the financial industry. The firm boasts an average of $120,190,000 in assets under management per investment advisor, aligning with the industry average.
The compensation structure at Creative Planning is diverse, offering options such as a percentage of assets under management, hourly charges, and fixed fees. While a majority of their asset...
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Assets Under Mgmt
$130.53B
Investment Professionals
1086
Locations
70
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Orders brought against in connection to investment related activities (10yrs)
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