Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
24yrs
Ben Djelassi
Financial advisor at Creative Planning
Ben Djelassi is a fiduciary financial advisor in Overland Park, Kansas, with 24 years in the industry. Ben joined Creative Planning in 2017, after two years at Morgan Stanley and five years at Strategic Advisers. Ben holds the CFP® designation.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 17% by experience at Creative Planning
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowCreative PlanningCurrent firm
- 2015 – 2017Morgan StanleyPreviously
- 2010 – 2015Strategic Advisers LLCPreviously
- 2004 – 2008Strategic Advisers LLCPreviously
Contact Ben
Local office(913) 338-2727Ask for Ben. (866) 909-5148Main office 5454 W. 110th StreetOverland Park, KS 66211Office · Get directions X (Twitter) pageCreative Planning
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Questions to ask Ben
Tailored to Ben’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ben
How do I contact Ben?
Call Ben’s local office at (913) 338-2727 or the Creative Planning main office at (866) 909-5148, and ask for Ben Djelassi.
How long has Ben been a financial advisor?
Ben has been in the industry since 2002, about 24 years. Top 17% by experience at Creative Planning.
What licenses does Ben hold?
Series 66. Tap any license on this page to see what it allows.
Is Ben a fiduciary?
Ben is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ben paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ben for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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