Creative Planning
Overland Park, KS
$295.6 billionAssets
1,538Advisory staff
Creative Planning vs Fisher Investments
Firm filing updated:Creative Planning, July 10, 2026Fisher Investments, April 2, 2026
View firm
Fisher Investments
Plano, TX
$386.7 billionAssets
1,948Advisory staff
Key differences
Creative PlanningCreativeFisher InvestmentsFisher
How it is paid
Creative PlanningCreative
Fisher InvestmentsFisher
Services
Creative PlanningCreative
Fisher InvestmentsFisher
Individuals (other than high net worth)
Creative PlanningCreative47,540
Fisher InvestmentsFisher73,217
High net worth individuals
Creative PlanningCreative39,511
Fisher InvestmentsFisher125,844
Other client types listed
Creative PlanningCreative5
Fisher InvestmentsFisher10
Main office
Creative PlanningCreativeOverland Park, KS
Fisher InvestmentsFisherPlano, TX
Is each firm a fiduciary?
Creative Planning
Short answer: Creative Planning is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details on its firm page.
Read moreFisher Investments
Short answer: Fisher Investments is registered with the SEC as an investment advisor.
Read moreOfficial documents
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.