A registered investment advisory firm based in Overland Park, Kansas, with about 150 offices. It manages about $296 billion for roughly 87,051 individual clients. Services include financial planning, investment management for individuals and small businesses, managing private funds.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$2.11 million
Assets under management ?$296 billion
Individual clients87,051
Median years of experience11
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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Also known as
Women's Wealth Management · THE Exchange Traded Fund Center · Creative Planning, LLC · Creative Planning, Inc. · Creative Planning Inc.
About Creative Planning
How do I contact Creative Planning?
Call the main office at (866) 909-5148. The main office is at 5454 W. 110th Street, Overland Park, KS 66211.
How is Creative Planning paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Creative Planning offer?
Financial planning, Investment management for individuals and small businesses, Managing private funds, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Creative Planning?
We list 1,172 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.