All the expertise. All the advice you need. All in-house.
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan.
General Information |
| Firm Start Year: | 1983 | |
| No. of Employees: | 2000-4999 | |
| Name of Custodial Firm: | TD Ameritrade, Charles Schwab, Fidelity Investments |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs |
| Advisory Services Provided: | Education Funding and Planning, Financial Planning for Businesses, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Tax Advice and Services, Risk Management, Financial Planning for Individuals, Legal Advice and Services |
Services |
| Investment Types: | Bonds, Stocks, Annuities, Insurance, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Our Offices, Phone, Video Conference, Email |
Firm Information |
| Assets Managed by Firm: | $245 billion |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets |
Financial Services |
| Financial Planning for Individuals
At Creative Planning, we believe a financial plan is the foundation on which financial success is built. That's why your dedicated team takes time to get to know you, your family and your goals to build your comprehensive plan. |
| Retirement Planning
Maintaining financial freedom in retirement is our clients' most frequently cited goal. Our comprehensive, customized approach can help you enter the next phase of your life with confidence. |
| Financial Planning for Businesses
Whether you're a corporate executive or business owner, you can benefit from Creative Planning's expertise in business advisory services, including employer-sponsored retirement plans, legal services or knowing the value of your business. Much like our comprehensive wealth management offering, our business advisory services allow you to receive all the advice you need to make more confident decisions about the future of your business. |
| Financial Advice & Consulting
Once your financial plan is up and running, we consistently monitor and adjust it as necessary to keep up with your ever-evolving life and goals. We touch base with you regularly to discuss how new regulations, economic factors and changes in your personal financial situation may impact your plans. |
| Estate Planning & Trusts
At Creative Planning, our wealth managers collaborate with a team of in-house attorneys who draft custom trust and estate planning documents to help ensure your wishes are fully integrated with your financial plan. |
| Tax Advice and Services
Taxes can erode your returns quickly. At Creative Planning, your wealth manager works with our in-house CPAs and attorneys to ensure your portfolio is tax-optimized. |
| Investment Advice & Management
No two client portfolios at Creative Planning will look exactly alike. We believe that your portfolio should be tied to your financial goals, and the investments therein should give you the highest probability of achieving those goals. We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market condition. We don't believe in market timing. We don't believe in allocating portfolios according to risk or age. We create a financial plan that's based on your needs and goals, then build a portfolio to match. |
| Wealth Management
At Creative Planning, we offer full-service, comprehensive wealth management. Our in-house team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists and insurance professionals work together to integrate all aspects of your financial life into a comprehensive, actionable plan. |
| Money Management
No standard portfolios; no standard allocations. We believe your portfolio should be allocated in such a manner that balances your long-term growth needs with enough stability and security for the short-term so you can prosper in any market condition. We don't believe in market timing. We don't believe in allocating portfolios according to risk or age. We create a financial plan that's based on your needs and goals, then build a portfolio to match. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Important Solicitor Disclosure (Solicitor Disclosure Document) Form ADV Part 2A Disclosure Brochure (Form ADV Part 2A) Creative Planning's Privacy Policy (https://creativeplanning.com/privacy-policy/) Form CRS (Customer Relationship Summary) |
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Additional Detailed Disclosures |
Disclaimer |
| **Combined assets under management & advisement as of 07/01/2023 |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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Creative Planning has advisors in just about every major metropolitan area serving clients in all 50 states |
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