Creative Planning
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Overview
Creative Planning is a financial advisory firm headquartered in Leawood, Kansas. The company oversees $130.5 billion in total assets across 204,119 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). The company has a very large team, including 1,086 financial advisors. Creative Planning is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as equities, bonds and options.
Creative Planning manages more than half of the company's client assets in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without requiring the client's consent. Creative Planning also oversees 1,586 non-discretionary accounts with a total of $1.4 billion in assets under management. Creative Planning's average account size is $641,782. The typical financial advisor at Creative Planning manages around 188 client accounts.
The firm's headquarters is located at 5454 W. 110Th Street, Leawood, Kansas 66211. The company is registered to provide services to customers across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Creative Planning by the Numbers
$130.5 billion
1,165
204,119
$639.5 thousand
Products and Services
Creative Planning provides multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the prior fiscal year, the firm provided 20000 of its clients with financial planning services. The company is engaged in selling products or offering services other than investment advisory services to its customers. The company is also affiliated with one or more other companies in the financial services industry, including with a trust company, accountant or accounting firm, lawyer or law firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services usually vary depending on which services are provided. However, fees charged by the firm most likely include the following fee types: asset-based, hourly or fixed. The firm does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a number of different clients. The firm works with retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 204,119 clients, Creative Planning's biggest client group is retail investors, though it also manages money for 20,452 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its clients are non-U.S. persons.
- High-Net-Worth Individuals* - 30.84%
- Other Individuals - 53.21%
- Corporations - 15.59%
- Charitable Organizations - 0.35%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Creative Planning does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.