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Creative Planning

Tel: 866-273-2848
5454 W 110th Street
Overland Park, KS 66211
Creative Planning | Financial Advisor in Overland Park ,KS

Wealth Management & Investment Advisory Services



About Creative Planning

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.


In-House Expertise for Every Piece of Your Financial Picture

Our approach to designing your investment portfolio is different. It starts with a financial planning-led approach with our team of in-house specialists. Your customized plan will be created by our wealth managers, accountants, insurance specialists, estate attorneys and other professionals all working together to give you the highest probability of achieving your goals. And as your life changes, we'll be here to meet your changing needs.

What you can expect from Creative Planning
- Fierce advocate looking out for your best interests
- Wealth Managers who sit on the same side of the table to select the best investments for you
- We don't sell or earn commissions on investment products
- Planning-led approach that makes your money work as hard as it can for you, every day, year in and year out
- A richer journey along the way to your goals a way to enjoy your wealth today

See Disclosures

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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

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)

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890565/wiseradvisor-creative-planning-detailed-disclosure.html


Disclaimer

**Combined assets under management & advisement as of 07/01/2023

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Office Hours

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

Communities Served

Click Here to view our Community Involvement


Creative Planning has advisors in just about every major metropolitan area serving clients in all 50 states

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