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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
Regulatory filings
Areas of specialty
- Private Wealth Management
- Investment Management
- Risk Management
- Trust and Estate Planning
- Retirement Planning
- Business and Succession Planning
- Tax Planning
- Comprehensive Financial Planning
More about Creative Planning
| Designations | Minimum asset threshold |
| Registered Investment Advisor | $500K - $1M |
| Firm CRD Number | Number of advisors |
| 105348 | 1086 |
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Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto 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.